Santiago is a genius! He not only understood my problem but showed extreme patience with me. Thank you for getting me back up and running!
Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon
For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon
Se hva andre synes
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... Vis mer
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 he... Vis mer
Evelyn was very polite and helpful. She conducted herself with grace, answered all of my questions and was very efficient. Every employee I have ever interacted with from Unified Wealth has always exc... Vis mer
Informasjon om virksomheten
Skrevet av virksomheten
Unified Wealth takes the complexity out of advanced investing strategies by providing self-directed retirement accounts.
Kontaktopplysninger
Ingen tidligere historie av å be om anmeldelser
Denne virksomheten har ikke oppfordret kundene i det siste, og anmeldelser er derfor kanskje ikke representative
Slik bruker virksomheten Trustpilot
Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.
Santiago was great to work with!
Santiago was helpful, explaining the process well. He was patient with me as we worked through documentation and completed our scheduled call successfully.
Evelyn was great!
Thank you Unified Wealth and your Team
Thank you Unified Wealth, and "Evelyn Escalona" for the excellent service I received today! I now have 2 LLC"S for my new business, and I understand more clearly why I need them.
Tracy Scobee
United Wealth has been first class in…
United Wealth has been first class in their services. Evelyn was patient and walked me through my setup with clear and friendly instructions. The appointment calls were right on time and to the point with courtesy.
This call was super easy and service…
This call was super easy and service was excellent.
Great for everything
I appreciate Evelyn Escalona of United…
I appreciate Evelyn Escalona of United Wealth for delivering great service on our call this morning. She was on time for our appointment. She was patient with my questions and explained thoroughly what to expect next.Thank you Evelyn!
Totally recommend Evelyn from Unified Wealth
I worked with Evelyn today to get my LLC and Solo IRA setup. She was such a big help. I really had no idea what I was doing, but she helped me get through all the paperwork. Thank you, Evelyn!
Very Professional!
Great costumer service
Santiago was polite and gave clear instructions, which made going through the process of setting up an LLC painless. I look forward to working with Unified Wealth in the future.
My name is Joe Hogan and Evelyn…
My name is Joe Hogan and Evelyn Escalona was extremely patient with me in helping to set up my LLC entities! I can be tech challenged and she showed extreme professionalism in helping hurdle!
Santiago was very helpful
Santiago was very helpful, and patient, talking me through resolving the issue I was having. I'm thankful to have had his assistance.
Santiago was very patient with us
Santiago was very patient with us. Accommodating, answered all our questions. timely on calling us.
Santiago was great !!!
It is rare
It is rare, during an on line call or interview, that one finds both integrity and the feeling that someone actually cares. This is what I experienced talking with the 2 agents at Unified Wealth Network. Evalyn and Jaxton
are the epitome of customer service. Thank you for making me feel like you actually cared about my future. I will recommend any of my friends and anyone else who may be seeking professional Wealth counseling.
it extremely important to know that when needed unified wealth is there to help
fast and easy professional
Evenlynn did an excellent job answering…
Evenlynn did an excellent job answering all my questions. That is all I can ask.
Unified Wealth is a great asset to a…
Unified Wealth is a great asset to a business owner like myself. Dahiana Was amazing and helped me organize my financial affairs so that I can serve my business effectively. I highly recommend Unified Wealth!
Extremely helpful in rolling over…
Extremely helpful in rolling over retirement accounts
LLCs in no time!
Santiago helped me set up 2 LLCs in less than 30 minutes! He was super helpful through the whole process!
-Alex
Dette er Trustpilot
Alle kan gi tilbakemelding på Trustpilot. De som skriver en anmeldelse, har rett til når som helst å redigere og slette den. Enhver publiserte anmeldelse er synlig så lenge en tilknyttet konto er aktiv.
Vi har et eget team og smart teknologi som beskytter plattformen vår. Finn ut hvordan vi motvirker falske anmeldelser.
Lær om anmeldelsesprosessen på Trustpilot.
Verifisering kan bidra til å sørge for at anmeldelsene du leser på Trustpilot, er skrevet av faktiske personer.
Det kan gi en skjev TrustScore å tilby belønning for eller be bare enkelte kunder om å skrive en anmeldelse, og dette går imot retningslinjene våre.








