“Positive experience” 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.

5 Stars for Cassie of Unified Wealth Recently worked with Cassie of Unified Wealth and have received 5 Star treatment. Cassie was very patient and helped me get everything setup properly. She is very knowledgable and, eventhough we are done with the setup, she made it clear that I can continue to call if I have any questions.

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.

My husband and I decided to explore… 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!

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!