Clarity and exceptional guidance The Team at Unified Wealth took charge of the transaction guiding me through the process. I have very little experience with these types of transactions and their help was especially appreciated. I would like to thank Heather for her help and support, she is so patient and explained things clearly for better understanding.

“Positive experience” The person that I dealt with the most was Heather Delaney. She is wonderful, sweet and very patient. She took the time to explain everything in details to me. We had to convert two accounts into a Roth IRA before rolling it over into a self directed IRA with Unified Wealth. We were on conference calls just about every day with Fidelity for a few weeks until everything was completed to our satisfaction. I also dealt with others who were very patient and explained everything to me in details. I will definitely recommend -Unified Wealth to any and everyone who are interested.

Great Experience My wife and I decided to get involved in real estate investing. Unified Wealth helped set up our Investment Trust to get us started. They were very responsive to our needs and questions. Always reachable by phone or email. Very knowledgeable as they were able to explain trusts, LLCs and investment questions. I would not hesitate to recommend them.

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.

5 Star Treatment! I have received 5 Star treatment since working with Carter and Cassie, of United Wealth Systems, with setting up both my LLC and help with moving money from a previous self-directed IRA. Even when it wasn’t seamless, Cassie was very patient and helpful while we spent 2 weeks trying to move my money. They were both very knowledgable and experienced with the process and I felt very confident working with both of them! I have begun my future in real estate investing and couldn’t be more happy with the help I received!