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
William W.
Heather was absolutely amazing at helping me do a partial transfer on my Roth IRA that I have with another company. My goal is to start doing so self-directing investing and she helped me with the transfer process. Up to this point, Unified Wealth has been amazing!
Paul S. T.
Hi I just joined Unified Wealth. Heather and all the staff has been excellent and very professional. They are highly recommended. I am wishing great wealth and prosperity. Thank you Unified Wealth
Catherine O.
Mr. Santiago was really patient. We got disconnected twice due to WI-FI issues on my side and he still came back to continue where we left. We were supposed to have a 30 minute call but it took almost an hour and for that I'm truly grateful. He was also very knowledgeable and helped me fill my forms comfortably with no stress. Good job Santiago!
rodney W.
Rachael was very friendly and helpful in getting my account set up.
customer
Heather was incredible. What should have taken one call turned into multiple calls due some issues with the other company. Heather was there every step of the way and made the process much less stressful. Thanks, Heather...looking forward to doing business with you again soon!
Kevin R.
Santiago was very respectful and professional. Walked us through the process very swiftly. Thank you to Santiago and his team.
Randy S.
Very patient and very helpful answering our questions
Pat C.
Evelyn was great had an amazing experience..she was well experienced and friendly and patient with me I highly recommend her to anyone