Unified Wealth's products, services and pricing are unmatched! The entire team at Unified Wealth have helped us get multiple aspects of our businesses set-up correctly and designed with a strategy for immediate wealth protection, management and growth! We are so glad we were introduced to UW! Their products, services and pricing are unmatched. Thanks again for all the help!

Review on Heather Delaney Heather Delaney has been helping us walk through the process for transferring our IRA to Trust. She's done a great job setting us up with the Bank and she follows up closely with us so the transaction goes smoothly. We love her quick responses when we reach out to her with any questions. Looking forward to working with her more in the future! Thank you so much, Heather!!

5 Stars for Cassie of Unified Wealth Recently worked with Cassie of Unified Wealth and have received 5 Star treatment. Cassie was very patient and helped me get everything setup properly. She is very knowledgable and, eventhough we are done with the setup, she made it clear that I can continue to call if I have any questions.

Excellent customer service I am very pleased with how Unified Wealth representatives take care of their clients. They make sure all our questions are answered, return our calls timely and I never felt rushed. They explain the process well. Setting up our Self Directed Roth IRA and Trust accounts was smooth. I would recommend this company anytime. Costumer service is excellent. When you deal with your hard earned money, you want to feel secure and you want the best!

Top notch team Top notch team! I was transferring a self-directed IRA from another firm whose help was non-existent and received excellent assistance and patience from the team at Unified Wealth in setting up my self-directed IRA and Trust. All questions were answered promptly and I had absolutely no concerns making the switch.