T. W.
She was knowledgeable about the matter…
She was knowledgeable about the matter at hand and connected me with the bank. She also let me know that one LLC wasn't set up, and she was able to get me on the books to have it done.

Excellent
Based on 377 reviews
Honesty, pricing, process and quality scores appear once 5 customers have rated them.
Unified Wealth takes the complexity out of advanced investing strategies by providing self-directed retirement accounts.
Unified Wealth (unifiedwealthsystems.com) has 377 customer reviews on Folks Told, with an average rating of 5.0 out of 5.
377 approved reviews, newest moderated first
T. W.
She was knowledgeable about the matter at hand and connected me with the bank. She also let me know that one LLC wasn't set up, and she was able to get me on the books to have it done.
Earline H.
The representative was knowledgeable and respectful she kindly helped me reset my password thanks
Guadalupe D.
Great service, thank you!
Makarra L.
Evelyn Escalona was very patience and helpful with me. Ms. Escalona was willing to answer any questions I had and did not make me feel stupid when I took so long downloading information or for the questions I asked.
Eric H.
The specialist Evelyn helped me with my onboarding and she was great. She has patience and if I had a question she would answer it over again till i understood it.
Ralph S.
Evelyn was fantastic! great customer service
A. Troy Mulder I.
Evelyn was very courteous
Jeffery S.
Racheal was great. Her knowledge was phenomena and I’m thankful to have her on my team.