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.
What people say
S
Steve · 2 reviews · Experienced 2026-06-04 ·
★★★★★
My experience was great!
My experience was great! I really liked working with Evelyn because she helped to explain things I was unfamiliar with to make my transition into setting up accounts easier for starting a 401k, business bank account and LLC. I feel confident that if there are further needs of guidance for my business, I can get that help easily from Unified Wealth Systems. They are very professional and knowledgable in helping to make things understandable and seamless. I appreciated the expertise very much.
G
Guest · 2 reviews · Experienced 2025-11-24 ·
★★★★★
Maranda is a gem
Maranda is a gem. Please give her a raise. She was unfailingly punctual, pleasant, and well informed. She was willing to call to get additional help or information, and was always positive in our interactions. She could serve as the example for the very best in customer service.
p.s. don't forget the raise.
M
Mike A · 2 reviews · Experienced 2025-03-06 ·
★★★★★
Awesome Customer Service
Anytime I have a basic or more complex question, Eliot has been quick to assist me. His attention to detail and eagerness to help has been refreshing. From setting up an LLC to opening a Self-Directed IRA, and everything in between, he has been an extreme help and took any guess work out of it. I strongly recommend United Wealth.
I am glad I made the decision to partner with Unified Wealth. From the beginning, Eliot has been nothing but helpful. He made getting started very easy and I appreciate all the knowledge he has shared with me. There was never any pressure whatsoever. I feel better knowing I have the knowledge and expertise of Unified Wealth behind me.
