Unified Wealth Anmeldelser 

Heather was amazing to work with! Made the setup process smooth & easy to get through! Thank you for everything! -Adrianne Agustin

Santiago was extremely knowledgeable about the process and guided us through each step with ease. His expertise made the experience smooth and easy to understand.

Mr. S. Fernandez (United Wealth) was impressively knowledgeable, answering all my questions with calm, Zen-like patience. His courteous, friendly, and professional approach made a lasting impression. I’ll be requesting him again for my next company filing. This was white-glove service at its finest.

Excellent and very patient advisor

Heather was able to answer my questions and guide me through the steps to transition my 401k easily and efficiently. I have been able to call many times and get courteous, quick, effective help every time. I have been very comfortable that these folks know what they're doing and I have recommended them to friends who tell me they're not happy with their current retirement account

My name is Brigida Agustin I had an excellent meeting with Heather Delaney and couldn't be more pleased with the experience. The meeting was well-organized, productive, and focused on achieving clear objectives. Heather Delaney was professional, engaged, and communicated effectively, making the discussion both collaborative and efficient.
All of my questions were answered thoroughly, and I left the meeting feeling confident and informed about the next steps. I truly appreciated Heather's time, and commitment shown throughout this meeting. Thank you for such a positive and successful experience!

Working with Unified Wealth was the best decision I have ever made when it came to my retirement planning. Everyone I've worked with has been both professional and knowledgeable. They had all the resources I needed to create a retirement portfolio that gave me complete control over my investments while at the same time provided me the tax efficiency I was looking for. I couldn't ask for a better experience.

I, Manuel Noronha had an excellent experience working with Evelyn at Unified Wealth. She was professional, knowledgeable, patient, and took the time to answer all of my questions thoroughly. She made the entire process easy to understand and ensured I felt confident every step of the way.

I truly appreciated her responsiveness and willingness to help. It's clear that she genuinely cares about providing outstanding customer service and making sure clients have a positive experience.

Thank you, Evelyn, for all your help and support. I highly recommend Unified Wealth and appreciate the excellent service I received.

I am Victoria and Heather is my point of contact. She has been very helpful during the process of me becoming associated with Unified Wealth. She has walked me through processes very efficiently and always with patience. I recommend this company and Heather to anyone.

Evelyn has been amazing! She is so patient and informative.

Great customer service.

Spoke with Heather. she had to wait a lot of time with be able to help me while I took care of things on my end.

She walked me through what was needed to be completed and told me what to expect.

Always available if I have any questions.

I am 74 years old, and have been through numerous Banks and Investment Co.'s and I can say this company is shoulder height above all those that I have dealt with in the past, bar none. Each person you deal with is not a Jack of all trades, but they Master their particular function within the company. Whether it is Banking, Checking or Savings, Investing, or starting an L.L.C. you will be handled by a professional. Above this team is a Manager, Heather Delaney, who in my opinion is the main Cog wheel that drives this team. No matter what problem I had, no matter what direction I wanted to go, Heather was there. During or after business hours my problem became hers and she had my back. She rectified whatever problem I had, quelled whatever fears that may have reared it's ugly head, and made me feel comfortable in the decisions that I had made. We often speak of finding a diamond in the rough. Heather Delaney is the Jewel in this companies Crown.

I just started with Unified and I’m very pleased with the service. Of particular note is Heather who has made me feel welcome and comfortable; it can be concerning when when doing business by phone.

Heather is knowledgeable, outlines the process completely and asks the right questions to make sure that I am a happy and satisfied customer.

We should all have a Heather at the other end of the phone.

Mark

Evelyn was extremely thorough in going through the LLC formation steps and preparing the paperwork while we were on the phone. She was a huge help in getting my businesses off the ground!

Heather was very helpful and took the time to explain and provide answers. Made me feel more at ease. Provided a simple option for signing up. Thank you Heather.
Susan B

I have been working with Heather Delaney my name is Elvira Ovando. She has been extremely knowledgeable and helpful in getting my account information set up. She gets back to me as soon as possible and has answered all of my questions and concerns she is incredible to work with! i highly recommend her.

Santiago explained everything and it was very easy to understand. I missed our original call, but he was able to fit me in today. His customer service is top notch!

Brennan was extremely helpful and answered my questions thoroughly and provided a great deal of clarity on ny numerous areas of confusion. He was easy to talk to and has a great voice.

They answer fast, help you with all your needs with a great service, attention and desire that you understand every step of the process.