Daryl R.
Quick and courteous service
Quick and courteous service

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
Daryl R.
Quick and courteous service
Rebecca
Santiago was helpful, explaining the process well. He was patient with me as we worked through documentation and completed our scheduled call successfully.
N.I
Evelyn was great!
Tracy S.
Thank you Unified Wealth, and "Evelyn Escalona" for the excellent service I received today! I now have 2 LLC"S for my new business, and I understand more clearly why I need them. Tracy Scobee
Justin B.
United Wealth has been first class in their services. Evelyn was patient and walked me through my setup with clear and friendly instructions. The appointment calls were right on time and to the point with courtesy.
Martha
This call was super easy and service was excellent.
Sawlahaung Y.
Great for everything
MG
I appreciate Evelyn Escalona of United Wealth for delivering great service on our call this morning. She was on time for our appointment. She was patient with my questions and explained thoroughly what to expect next.Thank you Evelyn!