Unified WealthReviews of unifiedwealthsystems.com

I received courteous and thoughtful service. Evelyn was professional and knowledgeable, a great person to have on your team.

I appreciate the professionalism of Joe as a trainer, Danielle as a personal case manager, and many other team members. I learn a lot and experience great support.

Wonderful company and experience. Honest, hard working people that make the effort to make the process easy. And their fees are reasonable and fair.

I was hooked up with Senior Advisor Erion Hammack with Unified Wealth. I'm a small businessman who owns a construction company with 5 employees. I want to be able to invest with my own 401k and Erion new EXACTLY what I needed. He not only explained the Self Directed 401k to me in depth, he spent extra time explaining different strategies that could work in my particular situation. Speaking with Erion has been the best financial advise I've received since I started this quest on a self direct retirement plan. His knowledge base of what I can and cannot do was totally paramount to my retirement plan. He even explained the aspect of utilizing LLCs to help me spread out my assests. In a nut shell, Erion was EXCELLENT! And I'm very happy with the outcome of our session. I would give him 10 Stars if I could. Thank you Erion, you really opened my eyes and did me a great service. Peace out Sir.

I signed up with Unified Wealth last in August of 2024 to help complete 2023 taxes that had been extended, and for book keeping services. I provided all of the documentation requested to the contact back in October and it has been a struggle to get any sort of progress or even an update from them in the past 4+ months! Also, they were supposed to set me up with a book keeping for my business and work with me on an ongoing basis. That process never even began! Thus far it has been a complete waste of money and total waste of my time! I still have yet to see any form of prepared taxes!

Heather Delaney gathered all my personal info, completed all the necessary documents and submitted to establish my solo 401K. Where that may seem a rather simple technical procedure, she accomplished it seamlessly. Meaning, other than me signing the docs, I wasn't subjected with any other tasks. My recurring calls/questions with Heather were handled efficiently and comprehensibly with unwavering patience and courtesy on her part. UW should be proud to have you! And thank you!

I have just started this relationship and Brennan has been super open and helpful. I'm looking forward to the next steps.

Elijah is patient, friendly, and competent. Wonderful to work with and answers all my questions with concise and informative content. Appreciate his support.