Unified Wealth Anmeldelser 

I was able to ask all my questions and the service people I spoke with were very helpful and informative. I feel I can trust them with any questions I may have.

My experience with Evelyn at Unified Wealth was wonderful. She was very professional and helpful also was patient with me when I needed to reschedule.

Evelyn at Unified Wealth was very professional easy to follow and understand. She displayed much patience and kindness as she guided me through the paperwork and the portal engagement. I found her delightful and a difference maker.
Evelyn and United Wealth made it easy.
Guy G./Michigan

All processes involved with seeting your business has been professional and seamless. Thank you Evelyn for your being very good at this . Your pace with instructions is superb. Keep it up. Excellent customer service.

Heather was wonderful! So patient and kind and managed the phone calls with grace!

Dahiana was so patient with me and was very encouraging to my slowness on the computer. She is very knowledgeable and was a pleasure to work with.

Evelyn was fantastic. Very easy process along with a friendly personally. Thank you

Evelyn made setting up a new solo 401k a breeze. She was very friendly, good at answering questions in simple language and patient with me while I read through all the documents. Its so pleasant to hear a happy voice on the other end of the line while working on new things. Thank you Evelyn!

Santiago Trujillo helped me set up my LLC today and did an excellent job on answering all of my questions and my confusions. he's good on what's he's doing very knowledgeable and explained everything with clarity. kudos to you and continue to help people like me that is new on this kind of stuff.

Rachael is very respectful , courteous , professional and patient. She answered my questions and helped me through the whole process. Thank You Rachael !

I had a wonderful experience today! She was extremely helpful, patient, and professional while assisting me over the phone. She took the time to listen, answer my questions, and make sure everything was taken care of. Excellent customer service! She definitely deserves 5 stars. Thank you so much for your help today! 😊

She gives instructions that I can understand. Great customer service.

Nervous? Yes, I was. Lacking experience? Of course, but...

Santiago, my assisting agent, was able to easily walk me though choices, options, and give me direction so I could make the decision.

It was simple. Santiago helped keep it simple. Great service from people who care (like Santiago giving me the information I needed without a pushy timeline).

Customer Service: 5 Stars
Ease of use: 5 Stars
Convenience: 5 Stars
Tech Difficulty: Low
Recommending: YES!

Santiago made the client feel seen and understood. The client, Love, was so enthralled that they shared the "wealth of knowledge" with all the special individuals in their life.

Unified Wealth... it's my wealth of knowledge.

Thank you Santiago for assisting with my arrival. ~Love

The service provided is great. Santiago walked me the process of forming an entity and patiently walked me through all the steps. The process was made easier.

She was Very easy to talk to and navigate my documents. It was a smooth process.

The patience and helpful guidance through the computer screens

Evelyn was very, professional, courteous and extremely helpful

Evelyn was great!
Great customer service. I had to cut our hour meeting short and I asked if we could reschedule. Evelyn had time the next day to finish up, so awesome it all worked out. She answered all of my questions and helped guide me while onboarding.

Heather is amazing! I've been dealing with an issue for months. Once Heather got involved, everything was resolved/finalized within hours. Thank you so much!

Evelyn was amazing. Very kind helpful and thorough! She made the process very easy.