Unified Wealth Reviews 92

Working with Unified Wealth has been an educational experience. I appreciate Eliot's knowledge and efficiency as he explained the various legal entities for a business and the roles of different LLCs. His explanation of the benefits of the self directed IRA and how to effectively utilize it was thorough and specific to my needs. Evelyn was efficient in handling my rollover.

Unified Wealth has been a great company to work with. Eliot has been great with providing information in a timely fashion. All the staff I have come across have all been professional and kind, and willing to provide insight and share their experience when helping me navigate my new venture.

Evelyn was very patient helping me to get the LLCs set up. She guided me through the process smoothly.

Evelyn was very thorough and helped me ensure that everything went smoothly and that all information was correct.

Great service. All fees are upfront. They are wonderful in working with your schedule and any financial situation. Absolutely a great company.

She was willing to walk through the form with me. She waited patiently until I was finish re-viewing the information to make sure was correct.

I truly appreciate the professionalism and compassion that United Wealth, LLC has shown throughout my journey. They’ve been responsive to all my questions and concerns, and played a crucial role in helping me launch my new business endeavor. Their team is professional, efficient, and communicates progress every step of the way—giving me peace of mind that everything has been set up correctly.

I’d also like to recognize Eliot Lehrman, Business Strategy Consultant with United Wealth Services, LLC. He brought tremendous value to the table, consistently taking the time to answer all of my questions, no matter how detailed or off-topic they were.

I highly recommend United Wealth, LLC to anyone seeking reliable and compassionate financial guidance.

Working with Unified Wealth has been a great experience! My first on-boarding call with Eliot was nice and long which allowed us to go over everything thoroughly and allowed me to ask tons of questions. I am usually a DIY kind of person so letting go of the reigns and delegating this work was very nerve racking for me. After doing extensive research on the company and comparing the price of their services with standard rates in this market I feel like it was money well spent! Now having peace of mind that it was done correctly, legally and with the added bonus of having the client portal to keep me organized, I am very happy! I highly recommend Unified Wealth. It is worth the investment!

Working with United Wealth, LLC has been an outstanding experience from start to finish. Their team is not only highly knowledgeable but also genuinely committed to supporting your financial and business success.

Heidi at United Wealth Services has been instrumental in guiding me through the entity formation process. Her attention to detail, responsiveness, and clear explanations made what could have been a complex process feel seamless and efficient. I felt completely confident every step of the way.

I also had the pleasure of working with Nadirina at Strategic Tax Services, whose expertise in tax planning is unmatched. She took the time to understand my unique situation and offered smart, strategic advice that gave me peace of mind and positioned me for long-term financial success.

Additionally, Eliot Lehrman, Business Strategy Consultant with United Wealth Services, LLC, brought tremendous value to the table. His strategic insights helped me think bigger about the future of my business, and his practical advice gave me clear, actionable steps to grow and scale effectively.

The coordination and professionalism across the entire team were exceptional. If you're looking for a knowledgeable, trustworthy, and results-driven partner to support your business and financial journey, I highly recommend United Wealth, LLC.

Elliott has been very personal and hands-on, every step of the way.

My experience with Unified Wealth has been excellent from start to finish. Brennan was professional, knowledgeable, and truly focused on helping me understand my financial options and goals. He took the time to explain everything clearly, made the process simple and stress-free, and showed genuine care about my success. I feel confident and well-supported every step of the way. I highly recommend Unified Wealth to anyone looking for trustworthy financial guidance and outstanding customer service.

Thanks, Brennan
Anthony Doan

Unified Wealth—and especially Eliot Lehrman—did an impeccable job building a privacy-forward, bank-ready structure for my real estate businesses. The consultation was sharp, the execution clean, and the documentation makes management easy. Exactly what I needed to protect assets, keep operations tight, and support long-term wealth. Strong recommendation.

Thank you Eliot for making a complex subject easy to understand and put into place. This is a great way to form up a business safety net through the LLC process. It's always a pleasure talking to you.

Elliot has been incredibly knowledgeable and helpful in getting my new business in line for the best success. He is delightful to work with, and I actually look forward to continuing this valuable business relationship. It's an honor to know I can trust his advice and judgement.

Evelyn is knowledgeable for what she does, professional, articulate, and focused in accomplishing the goal set.

Evelyn is extremely knowledgeable, patient, and very professional.

Evelyn is very friendly and patient, she is an outstanding representative who handled all of my matters clearly and concisely!

I want to extend my sincere gratitude to Miranda at Unified Wealth for her exceptional support throughout the setup process. She made everything easy to understand and was incredibly responsive to all my questions. Her helpfulness and expertise truly made a differenceI appreciate the smooth experience she provided.
Thank you !