Jackie L.
Eveleyn was very attentive and…
Eveleyn was very attentive and explained everything very well.

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.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing
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
Jackie L.
Eveleyn was very attentive and explained everything very well.
Michelle
I really appreciate that Evelyn was very helpful, answered my questions and was patient
REIFinance
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
Gregory W.
She was honest, helpful and informative
Terry B.
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.
Trisha P.
I first spoke with Elijah Higham in regards to what it would take to set up the structure needed to start properly investing. He was very knowledgeable, patient, kind, enthusiastic and so down to earth! We were laughing and joking like we were long lost friends by the end of the call! That's what really sets United Tax Liens and Unified Wealth apart from any other business that I've worked with in my 45 years; they really care about you as a person, they want to get to get to know you and by working with them I feel more knowledgeable and capable than ever before! Plus, I get their help for life, so if anything comes up, I can call support staff to help me through things! Nothing better than that!
Richard S.
Very efficient process and great customer service. Thanks, Richard Sheehan
Lisa S.
Had a great call with Elijah Higham to discuss setting up a holding company for my LLCs. We talked about the pros and cons of different states and the benefits of actually doing it. Thank you Elijah for your expertise!