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
Showing 366 reviews with 5 stars · Clear filters
Jim M.
Heather explained everything to me and went over the paperwork. It was over the holidays and she checked back with me to make sure my process was moving along. If I have any questions, all I have to do is call her. Great customer service.
Curtis D.
They did what they said they would do promptly and professionally during the process. It was an educational experience for me as they provided the knowledge to help me with a self direct retirement funds.
Lawrence L.
My wife and I decided to get involved in real estate investing. Unified Wealth helped set up our Investment Trust to get us started. They were very responsive to our needs and questions. Always reachable by phone or email. Very knowledgeable as they were able to explain trusts, LLCs and investment questions. I would not hesitate to recommend them.
moe K.
It's self explanatory, give Heather Delaney a raise A.S.A.P.!!!
Brian B.
Both my wife and I have been working with Unified Wealth (and specifically Heather Delaney) and could not be happier. The follow through and guidance on some complicated issues has been fantastic!
Curleen A.
The person that I dealt with the most was Heather Delaney. She is wonderful, sweet and very patient. She took the time to explain everything in details to me. We had to convert two accounts into a Roth IRA before rolling it over into a self directed IRA with Unified Wealth. We were on conference calls just about every day with Fidelity for a few weeks until everything was completed to our satisfaction. I also dealt with others who were very patient and explained everything to me in details. I will definitely recommend -Unified Wealth to any and everyone who are interested.