Unified WealthReviews of unifiedwealthsystems.com

My overall experience was wonderful Kathy helped walk me through the process of getting everything switched over to a self-directed and she was very informative. Also she made sure to keep her appointments to get a hold of the right people through the other institution in order to get the IRA transfer

Lacie, Elijah, Heather, and the rest of team at Unified Wealth have been very helpful in setting up Trust accounts, transferring funds, and getting my business up and running. They respond quickly and keep me posted about the process. It's been very helpful to have them on my side as I start this new venture!

My expierence with United Wealth has been excellent. I dealt mainly with Elijah. It was painfully obvious I had no clue what I was doing and it clearly showed with my impersonation of a 'deer in the headlights'. Elijah was extremely patient with me and went over what I needed to know until I understood. At first I wondered how anyone so young could possibly know what seemed to me to be impossible. Shame on me for thinking that. He is an absolute natural with numbers and honestly knows his field very well. I was very impressed. He has checked in on my progress as well knowing I had trouble understanding at first. I wish I could articulate it better. I spent my entire career in the customer service area. So when I say Elijah is what customer service is all about I know what I'm talking about. But his knowledge was what really impressed me. I hope his employers take note and remember this when evaluations for raises come around. You don't want to lose this employee. I also want to say I dealt with a gentleman named Demetrius too and have nothing to say but good things about him as well.

Punctual. Thorough. Great group to work with!

This company has been very professional and very patient with me on enrolling me and making sure all my documents and startup business is in place in order to make my business successful. Thanks so Unified Wealth.

My experience with Unified Wealth was very helpful. The service I received from Heather Delaney gave me a sense of security due to the amount of knowledge that HD possessed. She informed me of the benefits Unified Wealth offered. The experience was securing. A+ A+ A+

Cassie is a hidden diamond, very helpful, and completely follows up and keeps the ball rolling forward. So glad she got involved. This was a difficult transfer with Oxford but it eventually got done.

Unified Wealth has streamlined the process of setting up multiple types of accounts such as Solo 401K, checking accounts & LLC's. I give them basic information and they handle the rest, saving me countless hours of research and fumbling through the paperwork on my own. They are professional, efficient and communicate the progress every step of the way. I have peace of mind knowing things have been set up correctly.