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

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.

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!!

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.

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.