Unified Wealth Reviews
VerifiedAbout Unified Wealth
Unified Wealth takes the complexity out of advanced investing strategies by providing self-directed retirement accounts.
Customer reviews (190)
- Evelyn· United States
Evelyn was easy to work with and help…
Evelyn was easy to work with and help me find the right solution for our self directed IRA to be able to invest in to alternative investments like real estate & crypto.
- Sebastian Garza· United States
Easy Button Setup
A very clear presentation and easy business set up.
- Evelyn· United States
Informative and quick
Evelyn went through the steps to set up an LLC quickly. It was a friendly, informative conversation and it was appreciated.
- Christine Robertson· United States
Knowledgeable staff
Knowledgeable staff, willing to answer questions honestly. Friendly, polite, outgoing and professional while directing you in the right direction.
- Levi Mitchell· United States
Slow start but they got up to speed an…
Slow start but they got up to speed and provided insights that I had no clue about. Gives me some great options.
- Belinda CB· United States
Evelyn was very informative and…
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.
- Kelly Fernandez· United States
Evelyn is a great representative for…
Evelyn is a great representative for Unified Wealth. She was very professional and polite.
- Kevin Clark· United States
Evelyn was very helpful
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.
- Sebastian Patterson· United States
It was great working with Miranda and…
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.
- Caleb Harrison· United States
Evelyn was amazing
Evelyn was amazing! The whole process was easy and she was very knowledgeable! Highly recommend!