Very patient and thorough
Very patient and thorough. Great customer service.
By Mayra
Saturday, November 7, 2026 · Customer reviews of US businesses
The Fair Hearing score
Excellent
377 reviews
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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.
377 approved reviews, newest moderated first
Very patient and thorough. Great customer service.
By Mayra
Very sweet person and helpful and very patient with me!
By Rhonda Egbert S.
Evelyn had a warm and friendly voice. Exhibited patience with me. Was able to answer all of my questions. She conducted the session in a time efficient manner, without seeming rushed. She called on time and the session lasted about 20 minutes. Evellyn was perfect! Thank you very much. Pamela Ansley
By Pamela A.
Evelyn was very patient, walked me through what I needed to have explained, and the process went very smoothly.
By Boyd L.
Evelyn was very nice and patient with me. She was very informative as well. Thank you.
By Holly C.
Mason and Evelyn provide amazing groundwork for educating business owners on saving and investing their taxes from the boogeyman irs. Some education is never taught, and they’re brilliant at communicating and clearing the air and helping save your own earnings for your own growth!
By Andrew S.
Great job setting up my LLC, made everything very easy.
By James T.
Heather helped me on more than one occasion. She explained the process of how I could access my funds in a self-directed IRA to fund a real estate deal. She is exceptionally professional.
By Rod R.