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!!

Heather explained everything to me and… Heather explained everything to me and went over the paperwork. It was over the holidays and she checked back with me to make sure my process was moving along. If I have any questions, all I have to do is call her. Great customer service.

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.

Unified Wealth's products, services and pricing are unmatched! The entire team at Unified Wealth have helped us get multiple aspects of our businesses set-up correctly and designed with a strategy for immediate wealth protection, management and growth! We are so glad we were introduced to UW! Their products, services and pricing are unmatched. Thanks again for all the help!

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!