Maria B.
Excellent service from Evelyn.
Excellent service from Evelyn.

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.
Showing 366 reviews with 5 stars · Clear filters
Maria B.
Excellent service from Evelyn.
Yvette S.
Evelyn demonstrated exceptional professionalism and expertise. She answered every question thoroughly and explained each detail in a way that was clear and easy to understand.
Pamela D.
The Best Customer Service. Evelyn provided a nice relaxed experienced for me as I had a lot of questions. She helped put some of the puzzling pieces together regarding my accounts and how I can use them legally for my investment purposes. Thank you for your patience Evelyn!
Kelley F.
Maranda was very helpful and was able to work around my schedule. She walked me through each step with explanations and assistance without getting upset. I appreciate her patience.
Milton V.
She explained everything exactly the way it should be explained. And I understood all she said.
Laura
Maranda was wonderful She was very patient with my questions and concerns. Very helpful!
Steve H.
Friendly communications and tasks completed smoothly.
Ben
Questions were answered. The person who was working with me had a great attitude. The process was done correctly and easily.