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

Unified Wealth takes the complexity out of advanced investing strategies by providing self-directed retirement accounts.
Unified Wealth (unifiedwealthsystems.com) has 377 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
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Government Department
Excellent

Government Department · Honolulu, Hawaii
Excellent

Government Department · Altamonte Springs, Florida
Excellent

Government Department · Chandler
Excellent
Showing 366 reviews with 5 stars · Clear filters
Chris D.
Santiago was able to understand my issue, he corrected both of my access issues quickly.
Guest
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.
Mario G.
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.
Karen G.
Evelyn from the onboarding team was very patient and polite. Angela was very knowledgeable and thorough. Thank you both for your kindness and consideration.
Danee Q.
Evelyn was a pleasure to talk to. She made the conversation go smoothly and it went well.
Dawn
this was so easy and very nicely completed
Lenora T.
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!
James B.
Just starting business from here and so far United Wealth has been very helpful and answered all our questions professionally. We would happily give a reccomendation for anyone to work with them.