Unified WealthReviews of unifiedwealthsystems.com

Unified Wealth helped me create a Solo 401K and an LLC. After meeting with me to ask some questions, they handled everything and very little of my time was necessary. They even highlighted the requirement to report Beneficial Ownership Information (BOI) to FinCEN. This started on January 1, 2024 and everything was handle for me. If you have questions about setting up a 401K and planning for the future, reach out to Unified Wealth.

Recently worked with Cassie of Unified Wealth and have received 5 Star treatment. Cassie was very patient and helped me get everything setup properly. She is very knowledgable and, eventhough we are done with the setup, she made it clear that I can continue to call if I have any questions.

Top notch team! I was transferring a self-directed IRA from another firm whose help was non-existent and received excellent assistance and patience from the team at Unified Wealth in setting up my self-directed IRA and Trust. All questions were answered promptly and I had absolutely no concerns making the switch.

I have worked with Heather for several months. I have gotten a 5 star rating with her. I could not have transferred money needed without her help. She kept my spirits up through out the frustrating experience of transferring money. Not anyone's fault, it is just the process is long and slow. I thank Heather for everything she has done to make the process, of transferring money easier. She is the the best!

This organization is a pleasure to work with! I value their professionalism, knowledge and help. I genuinely enjoy speaking to and working with this outstanding team of professionals! I'm looking forward to continuing our working relationship as I strive to launch my business.

Absolutely fantastic helping get my LLC. Answered all my questions. Also helping me getting self-directed 401K.

I have received 5 Star treatment since working with Carter and Cassie, of United Wealth Systems, with setting up both my LLC and help with moving money from a previous self-directed IRA. Even when it wasn’t seamless, Cassie was very patient and helpful while we spent 2 weeks trying to move my money. They were both very knowledgable and experienced with the process and I felt very confident working with both of them! I have begun my future in real estate investing and couldn’t be more happy with the help I received!

These folks are awesome and really know their stuff. Very knowledgeable staff and helpful with a broad range of services.