The Hidden Diamond Cassie is a hidden diamond, very helpful, and completely follows up and keeps the ball rolling forward. So glad she got involved. This was a difficult transfer with Oxford but it eventually got done.

Unified Wealth does it right the first time! Unified Wealth has streamlined the process of setting up multiple types of accounts such as Solo 401K, checking accounts & LLC's. I give them basic information and they handle the rest, saving me countless hours of research and fumbling through the paperwork on my own. They are professional, efficient and communicate the progress every step of the way. I have peace of mind knowing things have been set up correctly.

Cassie is nice to work with. Cassie is nice to work with. She answered questions promptly.

The team behind Unified Wealth is very… The team behind Unified Wealth is very professional, knowledgeable and eager to help you succeed! Highly recommended. A++++

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!