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.

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

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.

Clarity and exceptional guidance The Team at Unified Wealth took charge of the transaction guiding me through the process. I have very little experience with these types of transactions and their help was especially appreciated. I would like to thank Heather for her help and support, she is so patient and explained things clearly for better understanding.