Unified Wealth Management Pine Ave N Suite A, Oldsmar

Unified Wealth Management Reviews

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  M Dawoud
  5

  Nermine and Zach are great! They provided a comprehensive plan with different scenarios. Their perspectives and insights are invaluable. The approach they take is very systematic.

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  Jason Meder
  5

  Working with Zach Hobby and his team at Unified Wealth Management is a complete pleasure. Zach was extremely patient with us, he took a very complex financial situation and boiled it down to easy to understand steps for our family to follow. He is straightforward, transparent and the kind of partner you want when it comes to your family's financial future. We completely trust and recommend Zach Hobby and his team at Unified Wealth Management.

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  Sharon DiGirolamo
  5

  We are very happy to have been introduced to, Unified Wealth Mgmt and Zach Hobby. We are thankful for Zach's knowledge, patience, understanding, kindness, and insight. A truly good listener and advisor. He has been a great help in giving direction to our financial plan. We look forward to a long relationship

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  Tom Lanzillotti
  5

  Zachary Hobby has been my trusted and valued financial advisor for the past 10 years of retirement. While Volatility can be stressful on pensioners, Zach reduces the stress through active listening followed by a decisive plan of action which protects and earns for the retiree. Finally I believe that he treats his clients like family.

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  T Wolfman19
  5

  Excellent investment management, while minimizing capital gains taxes. Responsive to our emails and phone calls.

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  Dave Alder
  5

  Zachary is amazing to work with. His advice has been invaluable. He's a great communicator, extremely responsive and resourceful. He's gone beyond the call of duty helping me with overseas advice as well as domestic. I totally intend to work with United Wealth Management into the future. Thanks Zachary.

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  Richard Wilson
  5

  I have been a client of Zach's for 4 to 5 years now and have been very pleased with the relationship. Zach is very knowledgeable and responsive (timely) each time I contact him. Zach takes the time to explain the strategy he is recommending, willing to respond to all of my questions and listens to my thoughts and suggestions. Zach is the picture in the dictionary by the word "Professional". If you want a financial advisor that provides high quality and responsive service to his clients, I highly recommend you contact Zach at Unified Wealth Management.

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  Rob Olson
  5

  Zachary is very devoted and helping us to build our portfolio so we can look forward to our future retirement. He is sincere in his efforts and takes the burden of researching the best options for us to consider. Have been with many other brokers who are less understanding and we trust the way is handling our assets.

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  Philip Levin
  5

  We are very happy with choosing UWM to help us plan for our retirement and beyond. Zach is extremely knowledgeable and makes sure we look at the goals we want and the best way to achieve them. As we are still learning we appreciate all the patience needed to teach us how to save and plan for the future of our family!

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  Megan Levin
  5

  I cannot say enough kind words about UWM. The staff is amazing and always helpful. Zachary is always available for questions and always has his clients best interests in mind. He worked with us to create our short goals and long term retirement goals. I was so impressed with the software and all the stress and scenario testing, you can see the BIG PICTURE! Our portfolio is growing and cannot be happier. I would HIGHLY RECOMMEND them!