Ben F.
Informative and quick
Evelyn went through the steps to set up an LLC quickly . It was a friendly, informative conversation and it was appreciated.

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
Ben F.
Evelyn went through the steps to set up an LLC quickly . It was a friendly, informative conversation and it was appreciated.
Harold R.
Slow start but they got up to speed an provided insights that I had no clue about. Gives me some great options.
Belinda
Evelyn was very informative and friendly. She made the initial process easy with Unified Wealth. Great customer service. Thank you so much for helping us today. Belinda CB
Christian H.
Evelyn is a great representative for Unfied Wealth she was very professional and polite.
T. Brian H.
Evelyn was very helpful. She always answered my questions fully and made me feel comfortable throughout our sessions. I never felt rushed or pressured in any way.
Faith J.
It was great working with Miranda and unified wealth in general. She patiently guided me through the steps,through my busy schedule until I got to the finish line or the next big step. Thank you so much,Miranda and Unified Wealth.
Keith K.
Evelyn was amazing! The whole process was easy and she was very knowledgeable! Highly recommend!
Michelle Y.
She was very helpful, patient and knowledgeable.