Reviews for Unified Wealth & Retirement Planning

Apr 2023

Marsha has been my financial advisor for 10 years. It would not have lasted to 10 years had she not shown exemplary ability, skill, and performance. I was impressed with her knowledge from the time of our first (public) encounter, and that hasn't changed. One of the most admirable things, to me, is that if I have a question, she NEVER will hem and haw, illustrating that she really doesn't know the answer, nor has she ever said "I'll get back to you on that". I'm so very pleased to have her at my service.
Apr 2023

We love working with Marsha! She impressed us right off with her knowledge of financial products. She has helped ease us into retirement and gave us such peace of mind and trust in an investment advisor. Wish we had met her years ago. We highly recommend her to all our friends and anyone needing financial advice in plain understandable language.
Apr 2023

I’m so thankful to have Marsha as my financial planner. She listened to my retirement goals and laid out a plan for me to follow. It’s clear she has a vast knowledge base and yet able to articulate so I can understand. If you are looking for a true professional that treats you as she would family, look no further!

From Unified Wealth & Retirement Planning

We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge. Through our dedication to service, Unified Wealth & Retirement Planning creates value for our clients resulting in innovative retirement solutions that cater to their individual needs, goals and vision.