Monday, November 9, 2026 · Customer reviews of US businesses
The Fair Hearing score
Excellent
377 reviews
Unified WealthSelect a line to read only those reviews.
Honesty, pricing, process and quality scores appear once 5 customers have rated them.
Unified Wealth takes the complexity out of advanced investing strategies by providing self-directed retirement accounts.
Unified Wealth (unifiedwealthsystems.com) has 377 customer reviews on The Fair Hearing, with an average rating of 5.0 out of 5.
Showing 366 reviews with 5 stars · Clear filters
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!
By Carrie N.
Very Professional!
By Trevor S.
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.
By Steve M.
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!
By JH
Santiago was very helpful, and patient, talking me through resolving the issue I was having. I'm thankful to have had his assistance.
By Valerie C.
Santiago was very patient with us. Accommodating, answered all our questions. timely on calling us.
By Bert L.
Santiago was great !!!
By Vanessa G.
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.
By Jeff N.
