Excellent Organization 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.

They did what they said they would do… 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.

I have worked with Heather for several… 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!

401K & Legal Entities 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.

Cassie is nice to work with. Cassie is nice to work with. She answered questions promptly.