Unified Wealth's products, services and pricing are unmatched! The entire team at Unified Wealth have helped us get multiple aspects of our businesses set-up correctly and designed with a strategy for immediate wealth protection, management and growth! We are so glad we were introduced to UW! Their products, services and pricing are unmatched. Thanks again for all the help!

Unified Wealthy helped me discover new ways of investing Unified Wealthy helped me throughout the process from the beginning and even still. They were helpful in showing me different options as they relate to me. They are very courteous and it is easy to get in touch with them.

Heather explained everything to me and… Heather explained everything to me and went over the paperwork. It was over the holidays and she checked back with me to make sure my process was moving along. If I have any questions, all I have to do is call her. Great customer service.

Great Experience My wife and I decided to get involved in real estate investing. Unified Wealth helped set up our Investment Trust to get us started. They were very responsive to our needs and questions. Always reachable by phone or email. Very knowledgeable as they were able to explain trusts, LLCs and investment questions. I would not hesitate to recommend them.

“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.