Eddy
Excellent service!!!
Hello All, Thank you so much from an excellent support provided to me by Evelyn guiding me to setup my self directed 401K and providing additional resource I need. Thank you, Ed Bisco

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
Eddy
Hello All, Thank you so much from an excellent support provided to me by Evelyn guiding me to setup my self directed 401K and providing additional resource I need. Thank you, Ed Bisco
T O.
Evelyn was very friendly, knowledgeable and patient with my questions. She made this process much less stressful than I imagined it would be. Thank you Evelyn Teresa O'Leary
Diana P.
I just want to thank Eliot Lehrman for helping me through setting up my asset protection. I am an overthinker and going through other hinderances to success, so Eliot had his hands full in helping me. I probably called him once a week until everything was finalized and he always answered my questions promptly. He is very professional and compassionate. I am happy he was able to help me.
Tammi B.
My Husband and I signed up with Unified Wealth last year and have had exceptional service with them. Our Business Consultant is Eliot Lehrman. He is very Strategic and knowledgeable in his field with a kind and friendly disposition. So far, he has done all things promised and every associate we work with at Unified Wealth have followed through with the set up and training as promised. Thanks, Unified Wealth and Eliot!
Riley M.
Unified Wealth made setting up my LLCs incredibly efficient and easy. Their team handled all the paperwork quickly and clearly, saving me time and stress. They walked me through every step, helping ensure my business structure was set up properly the first time.
Brice P.
We had some questions regarding the paperwork, and Evelyn help us with much patience.
Jeff G.
Eliot Lehrman with Unified Wealth made it easy to : Start a Holding LLC, a State LLC, Knowledge of Future Solo 401K, Knowledge of Future Tax Filings. He Listened to all My Questions and Answered Quickly with Detailed Information From Start to Finish. Eliot Made the Whole Process as Easy as A B C. Ask For Eliot Lehrman at Unified Wealth for You that Will Be As Easy As 1 2 3 !!! Thank you Jeff Gioscio
Christine
Elliot was very knowledgeable and easy to understand. He patiently answered all my questions. I would 100% recommend working with this company.