Unified WealthReviews of unifiedwealthsystems.com

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.

Eveleyn was very attentive and explained everything very well.

I really appreciate that Evelyn was very helpful, answered my questions and was patient

Eliot was thorough in explaining the why and how of how the proposed solution would best serve MY needs, both in the current landscape and looking to the future. The process was efficient and we got everything squared away in one meeting. Great service, and I know they will be there for continued support as my business grows

She was honest, helpful and informative

Patience, comprehensive understanding and knowledge are just a few words that describe the excellent experience and care received during the this process. I highly recommend Unified Wealth as a financial consultant to consider.