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
Jennifer A.
My husband and I decided to explore real estate investing in tax lien and deeds. Unified Wealth efficiently set up our Investment Trust and assisted in setting up my 401k to initiate our journey. They were very responsive to our needs and questions. Very good customer service!
Brian S.
Great service and very streamlined process making my future and my retirement plan very easy and accessible. I definitely recommend this company to anyone!
tmclaughlinspsne.com
The people I have dealt with have been incredibly nice and helpful. They know what they're talking about and can't do enough for you.
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!