Marie R.
Unified Wealth has been a solid resource …
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.

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
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!
janstarrhotmail.com
Eliot has made the process effortless. He has followed up on all my questions and he responds to both phone calls and emails quickly. He has been a pleasure to work with
Traci R.
I am glad I made the decision to partner with Unified Wealth. From the beginning, Eliot has been nothing but helpful. He made getting started very easy and I appreciate all the knowledge he has shared with me. There was never any pressure whatsoever. I feel better knowing I have the knowledge and expertise of Unified Wealth behind me.
Joanne W.
Working with Unified Wealth has been an educational experience. I appreciate Eliot's knowledge and efficiency as he explained the various legal entities for a business and the roles of different LLCs. His explanation of the benefits of the self directed IRA and how to effectively utilize it was thorough and specific to my needs. Evelyn was efficient in handling my rollover.
shelly A.
Unified Wealth has been a great company to work with. Eliot has been great with providing information in a timely fashion. All the staff I have come across have all been professional and kind, and willing to provide insight and share their experience when helping me navigate my new venture.
Melanie
Evelyn was very patient helping me to get the LLCs set up. She guided me through the process smoothly.