Lance
Evelyn was very professional
Evelyn was very professional and personable. We both enjoyed working with her. Thank you for doing this for us because we were clueless and needed everything offered. Also thank you Adam for getting us started.

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
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Government Department · Altamonte Springs, Florida
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Government Department · Chandler
Excellent
Showing 366 reviews with 5 stars · Clear filters
Lance
Evelyn was very professional and personable. We both enjoyed working with her. Thank you for doing this for us because we were clueless and needed everything offered. Also thank you Adam for getting us started.
Marvell S.
Evelyn is amazing to work with. She’s patient, honest, and truly cares about helping you move forward. She explains everything clearly and makes the whole process simple. I’m grateful for her support and highly recommend her to anyone looking for real guidance.
Bill J.
Evelyn was very patient, kind and helpful and a pleasure to deal with! Looking forward to doing business with company!
Dennis F.
Great service , Santiago was very helpful and patient. The Best!
Chris
Evelyn was easy to work with and help me find the right solution for our self directed IRA to be able to invest in to alternative investments like real estate & crypto.
Jeffrey S.
A very clear presentation and easy business set up.
Jacinto
Knowledgeable staff, willing to answer questions honestly. Friendly, polite, outgoing and professional while directing you in the right direction.
Ben F.
Evelyn went through the steps to set up an LLC quickly . It was a friendly, informative conversation and it was appreciated.