“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.

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.

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++++

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.

401K & Legal Entities Unified Wealth helped me create a Solo 401K and an LLC. After meeting with me to ask some questions, they handled everything and very little of my time was necessary. They even highlighted the requirement to report Beneficial Ownership Information (BOI) to FinCEN. This started on January 1, 2024 and everything was handle for me. If you have questions about setting up a 401K and planning for the future, reach out to Unified Wealth.