Elena P.
Evelyn was great and explained…
Evelyn was great and explained everything in detailed, answered all of my questions and addressed all concerns.

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
Elena P.
Evelyn was great and explained everything in detailed, answered all of my questions and addressed all concerns.
SC
Great customer service ! Evelyn was patient and detailed.
Bill F.
My name is Bill Faber I have worked with Evelyn and Elijah. They both have helped me the past couple weeks with opening 3 llc and solo 401k it has been a very easy process! They are professionals and they know what they are doing and they took their time to answer all my questions! It was a pleasure doing business with them and I will do more business with them in the future!
customer
Evelyn has great customer service. Evelyn always answers her phone and is very helpful. She is very friendly and nice. She helped us a lot today.
Nick R.
Was very patient, willing to answer any questions I had while I was reading through documents or just had a question pop into mind, and great explanations
Valued Gaia Member C.
Evelyn was the most patient and kind hearted person I have had the pleasure to work with in a while. Her attention to detail is unmatched.
editha B.
Every time I call, they get back to me immediately if they missed my call. Especially Evelyn. They always helped me with any questions I needed; I appreciate that.
Gary W.
I received courteous and thoughtful service. Evelyn was professional and knowledgeable, a great person to have on your team.