Unified WealthReviews of unifiedwealthsystems.com

Santiago was prompt for our scheduled call, which is always a good thing. Since I already had a SOLO account with Univied Wealth, he was able to just confirm my personal information was still correct and made the appropriate changes before proceeding with setting up my SD Roth IRA account. He patiently walked me through the process of setting up the account and applying for the bank account that went along with it. I have worked with several people at Unified Wealth and they have all been very professional and helpful. They also demonstrated great knowledge about the various products available to help me build my wealth and reach financial freedom.

Santiago was able to understand my issue, he corrected both of my access issues quickly.

As someone with no prior knowledge of the legal complexities involved in business ownership, I found the experience with Unified Wealth to be incredibly helpful. Evelyn made the entire process straightforward and easy to navigate. She was excellent at explaining everything clearly and answered every one of my questions in terms that were simple to understand. I highly recommend their services.

Evelyn was very kind and patient with me as I asked questions about the set up process as well as what to expect afterwards.. she was very knowledgeable of how the set up and start up works and what my next steps were giving me a definitive timeline for my process to be completed.. if I have any further questions she was very happy and helpful to give me her direct line for any further assistance she is very polite and positive.and I say thank you.

Evelyn from the onboarding team was very patient and polite. Angela was very knowledgeable and thorough. Thank you both for your kindness and consideration.

Evelyn was a pleasure to talk to. She made the conversation go smoothly and it went well.

this was so easy and very nicely completed

I worked with Santiago to create my LLC and he was very kind and patient. He took the time to explain everything I needed to know about this process. Excellent customer service overall!