Joanne Weeden

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.

Ray is always prompt and provides thorough explanation that is easy for the borrower to understand. Each time I request a loan cost estimate I learn something invaluable from him. Such a pleasure to work with.