Unified WealthReviews of unifiedwealthsystems.com

Evelyn was very friendly. She also knew exactly what she was doing.

Evelyn is extremely patient and very knowledgeable which made my experience quite satisfying. She is highly recommended!

This is my initial entry into the world of entities. Eliot Lehrman was very good at explanation of the process and then any follow-up questions I had.

Working with Eliot has been good experience he's been very helpful explaining all the options this has given me clearer picture of what services he is offering. The follow up from the team has been great look forward to long and bright future with Unified Wealth

Maranda kept checking in with me! During the initial period of waiting for banks to move dollars, I kept getting pinged by Maranda and it was really helpful to have those reminders. It made all the difference.

Evelyn, the onboarding specialist with Unified Wealth was terrific! We are senior citizens with limited computer experience and she absolutely was so patient and nice with us as she guided us through the process.

Evelyn was responsible for gathering my retirement account information to help assist me in getting those accounts converted to a self-directed SOLO 401K. My interactions with Evelyn were good. She was patient as I was having internet issues on our first call. She called back the next evening to confirm that I successfully uploaded everything to the portal and also explained the next steps.

My experience with Unified Wealth Systems was informative, efficient, and thorough. As someone having come very close to establishing my LLC several times over the past 15 years, then chickened out for fear of mistakes and potential consequences from those mistakes, I was able to get the support, guidance and answers to all of my questions at my finger tips. I'm both grateful and satisfied with my choice.