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
Dave S.
Cassie and the Unified Wealth team were so helpful transferring all my accounts over to my new trust. There were several complications with the old companies that the team managed seamlessly. Cassie was great at follow up and someone is always ready to answer every question I have.
Melanie L.
Heather and Lacie have been very helpful and present for us during set-up of our self-directed IRA and 401K. We look forward to relying on their expertise in the future, as we embark on this new journey with our retirement funds.
Gregory B.
I would like to commend Heather Delaney, an Account Specialist with Unified Wealth. She was extremely patient with me during the on boarding process with several of my accounts. She always handled what I thought was monumental in a professional manner. It was always pleasant to hear her friendly voice when calling. Thank you Heather ! -- Gregory D Bumpus
Patricia S.
My experience with Unified Wealth setting up my SDIRA was extremely easy. I had attempted to do this in the past with another company, but I ended up losing money on fees and my lack of knowledge. I closed the account within a short period of time. Fast-forward, I came across an educational opportunity that lead me to Unified Wealth and I couldn’t be more satisfied. I have numerous points of contact that have been diligent in getting my SDIRA set-up, along with other business needs connected to this account. I don’t think I have gone longer than a day for someone to return an email, call or text. They have connected me with other financial businesses that I am completely satisfied with. Cliche as it might sound, I feel that Unified Wealth is more concerned about building lasting relationships than how much money they can bill you.
Vickie R.
The Unified Wealth team is helpful beyond expectations. When they said they are there to help - they mean it. Setting up my IRA account was way outside my expertise. They did the job, followed through and are there when we have questions. I am actually surprised at how they keep an eye on every detail of the process. I appreciate a company like this!
Rhonda
Unified Wealth was tremendously helpful when I needed to set up my self directed IRA. I had no experience and was mildly overwhelmed with just the thought of it but I really needed to get it done. They answered my questions, worked with my financial pros and helped me buy the asset that I wanted. I have recommended them to my family and friends.
Julie A.
My experience with Unified Wealth has been very positive. I especially wanted to recognize Cassie. She has made the process of transitioning to a self directed 401k seamless. She has been and continues to be very responsive when questions come up. I wouldn’t hesitate to recommend partnering with Unified Wealth. Great customer service!
Barry D.
Made the experience easy and quick...recommend highly