5 Star Treatment! I have received 5 Star treatment since working with Carter and Cassie, of United Wealth Systems, with setting up both my LLC and help with moving money from a previous self-directed IRA. Even when it wasn’t seamless, Cassie was very patient and helpful while we spent 2 weeks trying to move my money. They were both very knowledgable and experienced with the process and I felt very confident working with both of them! I have begun my future in real estate investing and couldn’t be more happy with the help I received!

Excellent customer service I am very pleased with how Unified Wealth representatives take care of their clients. They make sure all our questions are answered, return our calls timely and I never felt rushed. They explain the process well. Setting up our Self Directed Roth IRA and Trust accounts was smooth. I would recommend this company anytime. Costumer service is excellent. When you deal with your hard earned money, you want to feel secure and you want the best!

“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.

Unified Wealth does it right the first time! Unified Wealth has streamlined the process of setting up multiple types of accounts such as Solo 401K, checking accounts & LLC's. I give them basic information and they handle the rest, saving me countless hours of research and fumbling through the paperwork on my own. They are professional, efficient and communicate the progress every step of the way. I have peace of mind knowing things have been set up correctly.

Unified Wealthy helped me discover new ways of investing Unified Wealthy helped me throughout the process from the beginning and even still. They were helpful in showing me different options as they relate to me. They are very courteous and it is easy to get in touch with them.