Unified Wealth Reviews 95

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 !

Clear communication and easy set up with lots of patience.

Jeannette Kamsi

The consultant Justin was extremely knowledgeable in answering questions. Evelyn was extremely personable and provided a great transition to completion.

Ms. Maranda was a true professional in providing a very detailed presentation about Unified Wealth. Her knowledge on the process and structure for the llc’s. She answered all my questions with confidence. I’m happy to be on board with the Unified Wealth team and looking forward to working with Maranda in the future.

Kortez Dixon

Maranda was professional and guided my experience quite nicely. I appreciate their direction and guidance and look forward to a growing relationship with thme.

I really appreciate the level of professionalism and compassion that Unified Wealth has shown me. They have responded to all of my questions and concerns and they have been a crucial ally in starting my new business endeavor. I would highly recommend their services.. I would also like to give a shout out to Maranda, she was super helpful and didn't hesitate to answer all my questions, no matter how far off they were.

Evelyn was kind and efficient during this experience.

Miranda was awesome

Maranda with Unified Wealth was great helping me set up my LLC. She walked me through the process with ease and took the time to explain each step along the way. I highly recommend Unified Wealth and I look forward to working with them again.

Maranda was great with helping me set up all my entities. She was personable and professional, I’m excited and ready to continue working with Unified Wealth. Thank you for all your help.

Got three LLCs set up with Unified Wealth, and Eliot, Evelyn, and the rest of the team made it such a smooth and easy experience. My business partner and I look forward to working with them!

Evelyn was efficient and knowledgeable in setting up the separate entities and was able to answer all questions in an easy to understand manner.

Evelyn was great and explained everything in detailed, answered all of my questions and addressed all concerns.

Great customer service ! Evelyn was patient and detailed.

My name is Bill Faber
I have worked with Evelyn and Elijah.
They both have helped me the past couple weeks with opening 3 llc and solo 401k it has been a very easy process! They are professionals and they know what they are doing and they took their time to answer all my questions! It was a pleasure doing business with them and I will do more business with them in the future!

This is Jonathan Parker and this was my first time being involved with establishing any sort of company or trust. Evelyn made the process quick and easy. She was knowledgeable and friendly. She saved me over a weeks worth of work which she did in roughly an hour. Highly recommended.

Evelyn has great customer service. Evelyn always answers her phone and is very helpful. She is very friendly and nice. She helped us a lot today.

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