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!

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.

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.

My husband and I decided to explore… My husband and I decided to explore real estate investing in tax lien and deeds. Unified Wealth efficiently set up our Investment Trust and assisted in setting up my 401k to initiate our journey. They were very responsive to our needs and questions. Very good customer service!

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.