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!

Excellent Organization This organization is a pleasure to work with! I value their professionalism, knowledge and help. I genuinely enjoy speaking to and working with this outstanding team of professionals! I'm looking forward to continuing our working relationship as I strive to launch my business.

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.

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.

Heather explained everything to me and… Heather explained everything to me and went over the paperwork. It was over the holidays and she checked back with me to make sure my process was moving along. If I have any questions, all I have to do is call her. Great customer service.