Unified Wealth Reviews 95

The Team at Unified Wealth took charge of the transaction guiding me through the process. I have very little experience with these types of transactions and their help was especially appreciated. I would like to thank Heather for her help and support, she is so patient and explained things clearly for better understanding.

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.

I am very pleased with how Unified Wealth representatives take care of their clients. They make sure all our questions are answered, return our calls timely and I never felt rushed. They explain the process well. Setting up our Self Directed Roth IRA and Trust accounts was smooth. I would recommend this company anytime. Costumer service is excellent. When you deal with your hard earned money, you want to feel secure and you want the best!

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!!

My husband and I decided to explore real estate investing in tax lien and deeds. Unified Wealth efficiently set up our Investment Trust and assisted in setting up my 401k to initiate our journey. They were very responsive to our needs and questions. Very good customer service!

Great service and very streamlined process making my future and my retirement plan very easy and accessible. I definitely recommend this company to anyone!

The people I have dealt with have been incredibly nice and helpful. They know what they're talking about and can't do enough for you.

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.

They did what they said they would do promptly and professionally during the process. It was an educational experience for me as they provided the knowledge to help me with a self direct retirement funds.

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.

It's self explanatory, give Heather Delaney a raise A.S.A.P.!!!

Both my wife and I have been working with Unified Wealth (and specifically Heather Delaney) and could not be happier. The follow through and guidance on some complicated issues has been fantastic!

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.