Unified WealthReviews of unifiedwealthsystems.com

The whole process was explained and clear so there were few questions. Evelyn was kind and easy to work with.

Evelyn was great and patient.

Evelyn provided great customer service and is very nice to speak with. Made the onboarding process very simple and quick. Thank you!

Straight forward process

son muy amables,y pasientes

Evelyn was very kind and helpful while getting documents together for me. She was also very knowledgeable with a couple questions I had. Great experience. Thank you!

My name is Nathaniel Sullivan and I am recent addition to the United Wealth family. As with any new relationship, Maranda C has a wonderful mixture of patience and kindness. When I get nervous, I have a habit of asking rapid fire questions. She was able to calm me with responses that were well balanced and made sense to me. She also has a joy about her that makes you really feel comfortable, and has a command of the technology piece as well. Several times, we had to integrate the Fortis Banking folks to complete said electronic paperwork. She guided me step by step. Contrary to popular beliefs, you can make appropriate changes in life, if all participants do the necessary due diligence. Maranda, thank you for all that you do.

Helped me in a pinch and offered to connect with the other side of the team- to contact me if there is still anything outstanding- all this with 24 hours 'til tax time! Thanks, Evelyn!