“Positive experience” The person that I dealt with the most was Heather Delaney. She is wonderful, sweet and very patient. She took the time to explain everything in details to me. We had to convert two accounts into a Roth IRA before rolling it over into a self directed IRA with Unified Wealth. We were on conference calls just about every day with Fidelity for a few weeks until everything was completed to our satisfaction. I also dealt with others who were very patient and explained everything to me in details. I will definitely recommend -Unified Wealth to any and everyone who are interested.

401K & Legal Entities Unified Wealth helped me create a Solo 401K and an LLC. After meeting with me to ask some questions, they handled everything and very little of my time was necessary. They even highlighted the requirement to report Beneficial Ownership Information (BOI) to FinCEN. This started on January 1, 2024 and everything was handle for me. If you have questions about setting up a 401K and planning for the future, reach out to Unified Wealth.

Excellent Organization This organization is a pleasure to work with! I value their professionalism, knowledge and help. I genuinely enjoy speaking to and working with this outstanding team of professionals! I'm looking forward to continuing our working relationship as I strive to launch my business.

The team behind Unified Wealth is very… The team behind Unified Wealth is very professional, knowledgeable and eager to help you succeed! Highly recommended. A++++

5 Stars for Cassie of Unified Wealth Recently worked with Cassie of Unified Wealth and have received 5 Star treatment. Cassie was very patient and helped me get everything setup properly. She is very knowledgable and, eventhough we are done with the setup, she made it clear that I can continue to call if I have any questions.