Unified WealthUnified 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
377 approved reviews, newest moderated first
Tyler K.
My name is Tyler Kuhlman and I have been in the process of setting up an LLC with United Wealth. Justin and Evelyn made the process incredibly simple, always had answers for my questions, and were with me at every step. Fantastic team to work with.
Kristie
Evelyn was very helpful & efficient setting up my documents.
Barbara L.
This company knows what it is doing. Eliot was a big help with answering all my questions until I understood how everything works together. Each new person did not have to start from scratch on each step. Correct information was properly shared for confirmation on each step. I felt that the previous person actually listened to and understood the answers that I had given.
Sidney D.
Unified Wealth has been professional, transparent, and reliable. Their team truly cares about your goals and delivers clear, practical financial guidance. Highly recommend!
Twynia
I am very appreciative of the support Maranda and Elijah have provided to ensure the completion of the required documentation. Maranda’s follow-up and professionalism demonstrates her commitment to excellence and quality service to her clients. Elijah responsiveness to my inquiries, even outside the scope of his role, offered the information to connect me with other departments and teams. Although both employees have provided awesome service there is a disconnect if you don’t use their Registered Agents. I am hoping we can learn and grow together but closing internal process gaps with the front end and back end teams should be a priority to retain new clients.
Marie R.
Unified Wealth has been great to work with, particularly Eliot and his team. Professional and responsive, which is essential to us as we are still building out our business.
Mike F.
I want to Thank Eliot Lehrman & Unified Wealth for assisting in forming my first LLC!All my questions were professionally answered & suggested excellent advice & strategies that will benefit my business!Everyone was patient & sincerely helpful! Highly Recommend hiring Eliot Lehrman & Unified Wealth
Marilena G.
Eliot was extremely helpful! After consultation I with another company, I still decided to go with Unified Wealth due to their comrehensive, affordable solutions to all my current and upcoming needs. He worked with me, patiently answering all my questions (there were many), diligently following up and finding a way to make it happen. Would highly recommend!