Review on Heather Delaney Heather Delaney has been helping us walk through the process for transferring our IRA to Trust. She's done a great job setting us up with the Bank and she follows up closely with us so the transaction goes smoothly. We love her quick responses when we reach out to her with any questions. Looking forward to working with her more in the future! Thank you so much, Heather!!

Great Experience My wife and I decided to get involved in real estate investing. Unified Wealth helped set up our Investment Trust to get us started. They were very responsive to our needs and questions. Always reachable by phone or email. Very knowledgeable as they were able to explain trusts, LLCs and investment questions. I would not hesitate to recommend them.

Top notch team Top notch team! I was transferring a self-directed IRA from another firm whose help was non-existent and received excellent assistance and patience from the team at Unified Wealth in setting up my self-directed IRA and Trust. All questions were answered promptly and I had absolutely no concerns making the switch.

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!

The team behind Unified Wealth is very… The team behind Unified Wealth is very professional, knowledgeable and eager to help you succeed! Highly recommended. A++++