Unified Wealth

image
4.95
Based on 20 Reviews

5

95.00%

4

5.00%

3

0.00%

2

0.00%

1

0.00%
About Unified Wealth

Unified Wealth takes the complexity out of advanced investing strategies by providing self-directed retirement accounts.

Tags

You need to Login first to submit your review.

image
Kristy
GB

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.

image
Lawrence L'Heureux
GB

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.

image
Jim Mosley
GB

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.

image
Haesung Park
GB

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

image
Karen Dominguez
GB

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.

We may use cookies or any other tracking technologies when you visit our website, including any other media form, mobile website, or mobile application related or connected to help customize the Site and improve your experience. learn more

Allow