Unified WealthReviews of unifiedwealthsystems.com

Great customer service ! Evelyn was patient and detailed.

My name is Bill Faber I have worked with Evelyn and Elijah. They both have helped me the past couple weeks with opening 3 llc and solo 401k it has been a very easy process! They are professionals and they know what they are doing and they took their time to answer all my questions! It was a pleasure doing business with them and I will do more business with them in the future!

Evelyn has great customer service. Evelyn always answers her phone and is very helpful. She is very friendly and nice. She helped us a lot today.

No follow-up

Was very patient, willing to answer any questions I had while I was reading through documents or just had a question pop into mind, and great explanations

Evelyn was the most patient and kind hearted person I have had the pleasure to work with in a while. Her attention to detail is unmatched.

Every time I call, they get back to me immediately if they missed my call. Especially Evelyn. They always helped me with any questions I needed; I appreciate that.

The service and follow up is awesome. I don’t know if I could have gotten this to the point it is now. The only complaint I want to share is who all are calling me and what their responsibilities are. I called the wrong person several times and had several people were answering for the same function. I just got confused who my contacts were for what. It has been a good experience.