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 9 reviews with 4 stars · Clear filters
Makarra L.
Evelyn Escalona was very patience and helpful with me. Ms. Escalona was willing to answer any questions I had and did not make me feel stupid when I took so long downloading information or for the questions I asked.
Lennox C.
The staff listen and give great feedback. Honest answers to questions, even if it is not in their best interest. There is always someone following up with you to ensure you are progressing.
T. Renae R.
Heather's careful consideration and advice made me feel comfortable. I look forward to working with her again.
Laurice C.
I thank you Eliot, Heather, and a few others. For still willing to help me even though I have been a little slow with things.
James T. M.
Evelyn was very thorough and helped me ensure that everything went smoothly and that all information was correct.
Kenan H.
Evelyn is knowledgeable for what she does, professional, articulate, and focused in accomplishing the goal set.
Earl C.
No follow-up
NomadLife
The service and follow up is awesome. I don’t know if I could have gotten this to the point it is now. The only complaint I want to share is who all are calling me and what their responsibilities are. I called the wrong person several times and had several people were answering for the same function. I just got confused who my contacts were for what. It has been a good experience.