Working with Unified Wealth has been exceptional
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.
October 15, 2025
Unprompted review