Rachael, was made the experience very pleasant and easy to work through the steps of this process. She was patient with me and did a good job of explaining the steps to complete each item needed to be... Vis mer
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 is a genius! He not only understood my problem but showed extreme patience with me. Thank you for getting me back up and running!
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
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.
GREAT SERVICE
They answer fast, help you with all your needs with a great service, attention and desire that you understand every step of the process.
It was a pleasure meeting with Evelyn
It was a pleasure meeting with Evelyn. She answered my questions and was very pleasant to work with.
Could not have done it with you
Miranda worked hard to help me with my transition from another company into Unified Wealth. She worked with me for over 6 months to insure all the funds were transferred. She was on top of things by checking and verifying everything. Thanks Miranda for all the help!!! I could not have done it without you!
Santiago was great
Santiago was a big support filing and supporting me with my LLC creation
Honestly Maranda and Brennan Felman…
Honestly Maranda and Brennan Felman made the process and understanding on how everything thing works so smooth, I felt relieved from making a big move in my life. What a blessing they are!
Evelyn was great working with to set up…
Evelyn was great working with to set up both an LLC and an investment IRA account.
She answered every question and walked me through every step.
Thank you for the great service!
Amazing experience with Evelyn through Unified Wealth !
Evelyn is an ace for Unified Wealth. She is very professional and knowledgeable, and she has a genuine care for clients' understanding of the process. Her pleasant demeanor is very inviting, and she is extremely open to client questions to ensure they are comfortable and ready to take the next steps in the overall process. Thank you, Unified Wealth leadership, and specifically Evelyn.
Santiago did a great professional job…
Santiago did a great professional job initiating setting up an LLC. He answered our questions and completed the task at hand. All is well and will be well.
Evelyn, thank you for your support
Evelyn was professional , knowledgeable, patient and very supportive during the process of setting up my LLC’s. Kudos and a big THANK YOU!
Unified Wealth review
I spoke with Evelyn and she helped me finalize my C Corp setup for my real estate business. She was very kind, polite and competent in her work, a real pleasure to talk with, and very professional, Unified Wealth is the best of the best in helping you set up your business strategy, definitely recommend them.
Evelyn was friendly and able to answer…
Evelyn was friendly and able to answer any questions we had. Prompt and very professional. I would highly recommend her to anyone.
Evelyn was very informative and polite
Evelyn was very informative and polite. She showed patience and was very soft spoken. I was appreciative.
Evelyn is great!
Evelyn was very friendly and super efficient in getting our accounts set up!
Unified Wealth is a great resource and…
Unified Wealth is a great resource and helped me set up my LLC’s, bank accounts and also offers a slew of other services vital to the success of my business. They are highly responsive, patient and understanding of my needs as an entrepreneur. I highly recommend them to any business owner in need of startup help etc.
Great job!
Evelyn was friendly, professional and very helpful in setting up my infrastructure.
Evelyn
Evelyn, a real angel, was very helpful in getting things rolling for me. It was a pleasure to have her walk me through all the necessary steps and follow up after I hit a few snags. You won't be disappointed if you reach her when you begin your journey with Unified Wealth.
My consultation with Evelyn was a…
My consultation with Evelyn was a wonderful experience. Her performance went above and beyond as she displayed kindness, clarity, and professionalism while guiding through the process of getting my account established. Thanks so much for your assistance Evelyn! And looking forward to working with you again in the near future!
Santiago was extremely professional
Santiago was extremely professional, knowledgeable, and helpful.
He took the time to answer all of our questions and thoroughly explain the process.
We greatly appreciate his assistance and support.
Dave & Jewell
Professional and very knowledgeable
Santiago was prompt for our scheduled call, which is always a good thing. Since I already had a SOLO account with Univied Wealth, he was able to just confirm my personal information was still correct and made the appropriate changes before proceeding with setting up my SD Roth IRA account. He patiently walked me through the process of setting up the account and applying for the bank account that went along with it.
I have worked with several people at Unified Wealth and they have all been very professional and helpful. They also demonstrated great knowledge about the various products available to help me build my wealth and reach financial freedom.
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.








