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.

The Hidden Diamond Cassie is a hidden diamond, very helpful, and completely follows up and keeps the ball rolling forward. So glad she got involved. This was a difficult transfer with Oxford but it eventually got done.

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

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.

“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.