unifiedwealthsystems.com

4.9
4.9 Based on 106 reviews

Unified Wealth takes the complexity out of advanced investing strategies by providing self-directed retirement accounts....

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Average Rating

4.9

/
5

106 Reviews

5 Star
93%
4 Star
6%
3 Star
0%
2 Star
0%
1 Star
1%

All Reviews

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Review Time

Nancy Toomey
Wow, Micah is amazing!! he walked me through all the forms explained things so well. And Just went b

Wow, Micah is amazing!! he walked me through all the forms explained things so well. And Just went beyond. I am certain I would’ve been sitting there for a few hours. He made it very clear and followed my Pace. I can’t say enough I’m looking forward to a profitable financial future.

5
Date of experience: Jan 28, 2026
Beverly T
Everything was handled easily and very…

Everything was handled easily and very professional! Jackson and Evelyn were great!

5
Date of experience: Nov 03, 2025
Great Experience

Maranda was top notch! She took the time to explain things, answered my questions and helped the process to go smoothly. She was kind, patient, and professional.

5
Date of experience: Nov 03, 2025
Derric Anderson
Unified Wealth business services

I have set up my LLC’s with Unified Wealth. Eliot Lehrman made the process amazingly simple and he always had answers for my questions, and he was with me at every step of the way. Unified Wealth as a company has been an excellent company to work with on setting up my business. Eliot has been great with providing information in a timely fashion. He is a wealth of knowledge and is proactive when it comes to preparing for the future. As a matter of fact, the entire staff that I have come across have all been highly professional, enthusiastic and very knowledgeable. I would recommend Elliot and Unified Wealth to anyone.

5
Date of experience: Nov 01, 2025
Tyler Kuhlman
Entity Creation

My name is Tyler Kuhlman and I have been in the process of setting up an LLC with United Wealth. Justin and Evelyn made the process incredibly simple, always had answers for my questions, and were with me at every step. Fantastic team to work with.

5
Date of experience: Oct 31, 2025
Paul Chenoweth
This Feels Like Teamwork Should

It has been refreshing to work with Eliot Lehrman and his team. There are moving parts to getting a financial structure set up properly that involves multiple people and multiple departments. At Unified Wealth, those departments actually talk to one another so the process moves along smoothly.

5
Date of experience: Oct 30, 2025
Kristie
Helpful & Efficient

Evelyn was very helpful & efficient setting up my documents.

5
Date of experience: Oct 30, 2025
Twynia
I am very appreciative of the support…

I am very appreciative of the support Maranda and Elijah have provided to ensure the completion of the required documentation. Maranda’s follow-up and professionalism demonstrates her commitment to excellence and quality service to her clients. Elijah responsiveness to my inquiries, even outside the scope of his role, offered the education and support I needed. Both employees have provided awesome service and I am truly looking forward to our new business relationship.

5
Date of experience: Oct 28, 2025
janstarrhotmail.com
Eliot has made the process effortless

Eliot has made the process effortless. He has followed up on all my questions and he responds to both phone calls and emails quickly. He has been a pleasure to work with

5
Date of experience: Oct 27, 2025
shelly aguiar
Unified Wealth has been a great company…

Unified Wealth has been a great company to work with. Eliot has been great with providing information in a timely fashion. All the staff I have come across have all been professional and kind, and willing to provide insight and share their experience when helping me navigate my new venture.

5
Date of experience: Oct 27, 2025

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Business Details

  • Unified Wealth takes the complexity out of advanced investing strategies by providing self-directed retirement accounts.

  • language https://unifiedwealthsystems.com

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