Review of Unified Wealth


Rated 5 out of 5 stars

My self-directed roth trust


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

October 16, 2025
Unprompted review
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