401K & Legal Entities Unified Wealth helped me create a Solo 401K and an LLC. After meeting with me to ask some questions, they handled everything and very little of my time was necessary. They even highlighted the requirement to report Beneficial Ownership Information (BOI) to FinCEN. This started on January 1, 2024 and everything was handle for me. If you have questions about setting up a 401K and planning for the future, reach out to Unified Wealth.

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.

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++++

“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.

Unified Wealthy helped me discover new ways of investing Unified Wealthy helped me throughout the process from the beginning and even still. They were helpful in showing me different options as they relate to me. They are very courteous and it is easy to get in touch with them.