Unified Wealth (unifiedwealthsystems.com) has a 5.0 out of 5 rating on OK.one, based on 64 user reviews collected here. It is listed under Legal Services & Government and its reputation is excellent. Praise is nearly unanimous, with 100% rating it 4 stars or higher. Last updated 2026-08-10.
Heather is an absolute pleasure to work with! She is incredibly knowledgeable, patient, and always ready to serve and help. From the very beginning, she took the time to find me a solution, and no matter how many questions I had, she answered them with kindness and professionalism. I highly recommend Heather to anyone looking for someone reliable, caring, and highly competent. Thank you so much, Heather, you made a big difference!
Heather was able to answer my questions and guide me through the steps to transition my 401k easily and efficiently. I have been able to call many times and get courteous, quick, effective help every time. I have been very comfortable that these folks know what they're doing and I have recommended them to friends who tell me they're not happy with their current retirement account
Working with Unified Wealth was the best decision I have ever made when it came to my retirement planning. Everyone I've worked with has been both professional and knowledgeable. They had all the resources I needed to create a retirement portfolio that gave me complete control over my investments while at the same time provided me the tax efficiency I was looking for. I couldn't ask for a better experience.
I, Manuel Noronha had an excellent experience working with Evelyn at Unified Wealth. She was professional, knowledgeable, patient, and took the time to answer all of my questions thoroughly. She made the entire process easy to understand and ensured I felt confident every step of the way. I truly appreciated her responsiveness and willingness to help. It's clear that she genuinely cares about providing outstanding customer service and making sure clients have a positive experience. Thank you, Evelyn, for all your help and support. I highly recommend Unified Wealth and appreciate the excellent service I received.
Evelyn was extremely knowledgeable and made me very comfortable walking through setting up my accounts with Unified Wealth and Fortis Bank. Thank you so much for your assistance and kindness.
I am Victoria and Heather is my point of contact. She has been very helpful during the process of me becoming associated with Unified Wealth. She has walked me through processes very efficiently and always with patience. I recommend this company and Heather to anyone.
Evelyn has been amazing! She is so patient and informative.
Spoke with Heather. she had to wait a lot of time with be able to help me while I took care of things on my end. She walked me through what was needed to be completed and told me what to expect. Always available if I have any questions.
I am 74 years old, and have been through numerous Banks and Investment Co.'s and I can say this company is shoulder height above all those that I have dealt with in the past, bar none. Each person you deal with is not a Jack of all trades, but they Master their particular function within the company. Whether it is Banking, Checking or Savings, Investing, or starting an L.L.C. you will be handled by a professional. Above this team is a Manager, Heather Delaney, who in my opinion is the main Cog wheel that drives this team. No matter what problem I had, no matter what direction I wanted to go, Heather was there. During or after business hours my problem became hers and she had my back. She rectified whatever problem I had, quelled whatever fears that may have reared it's ugly head, and made me feel comfortable in the decisions that I had made. We often speak of finding a diamond in the rough. Heather Delaney is the Jewel in this companies Crown.
I have been working with Heather Delaney my name is Elvira Ovando. She has been extremely knowledgeable and helpful in getting my account information set up. She gets back to me as soon as possible and has answered all of my questions and concerns she is incredible to work with! i highly recommend her.
Heather was very helpful and took the time to explain and provide answers. Made me feel more at ease. Provided a simple option for signing up. Thank you Heather. Susan B
Evelyn was extremely thorough in going through the LLC formation steps and preparing the paperwork while we were on the phone. She was a huge help in getting my businesses off the ground!
I just started with Unified and I’m very pleased with the service. Of particular note is Heather who has made me feel welcome and comfortable; it can be concerning when when doing business by phone. Heather is knowledgeable, outlines the process completely and asks the right questions to make sure that I am a happy and satisfied customer. We should all have a Heather at the other end of the phone. Mark
Santiago explained everything and it was very easy to understand. I missed our original call, but he was able to fit me in today. His customer service is top notch!
Santiago was greeat on helping and answering all my quetion
Brennan was extremely helpful and answered my questions thoroughly and provided a great deal of clarity on ny numerous areas of confusion. He was easy to talk to and has a great voice.
It was a pleasure meeting with Evelyn. She answered my questions and was very pleasant to work with.
They answer fast, help you with all your needs with a great service, attention and desire that you understand every step of the process.
Miranda worked hard to help me with my transition from another company into Unified Wealth. She worked with me for over 6 months to insure all the funds were transferred. She was on top of things by checking and verifying everything. Thanks Miranda for all the help!!! I could not have done it without you!
64 reviews matching