Unified Wealth Management
220 Pine Avenue North, Oldsmar, FL 34677
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Unified Wealth Management is a leading financial institution located at 220 Pine Avenue North in Oldsmar, Florida. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we provide tailored solutions to meet your individual needs. With a focus on building long-term relationships based on trust and integrity, Unified Wealth Management is committed to helping you secure a solid financial future. Contact us today to learn more about how we can help you reach your financial objectives.
Reviews
"Zach has been so thorough and helpful taking over my retirement and investment accounts. He out together an entire 20+ year plan and if I ever have questions I know I can just reach out and he's right there."
"Nermine Bolos consistently demonstrates exceptional communication skills, marked by her prompt responsiveness and resourcefulness when addressing challenges. Her genuine concern for her clients' well-being is evident and appreciated. I am unwaveringly committed to maintaining my professional association with Nermine and United Wealth Management. My sincere gratitude to Nermine for her invaluable guidance and unwavering support. She has proven to be an outstanding professional collaborator. As a newcomer to the realm of investments, I am particularly thankful for her patient explanations of financial intricacies and guidance towards optimal choices. Nermine consistently surpasses expectations in her dedication to assisting me. ⭐️⭐️⭐️⭐️⭐️"
"Nermine Bolos is my first and definitely my last Wealth Management person that I will connect with. She is very communicative and patient and thorough. She would be a very good person for someone who is learning what to do with their money, where to start? A lot of us have asked that and many of us don’t know what to do. I am absolutely thrilled that I have her on board as my Wealth Management person and I couldn’t be happier. I highly recommend that you reach out to her with your needs. She will walk you through the process and guide you in the right direction."
"Nermine Bolos has been amazing to work with. I am new to investments and she has been so patient in explaining how things work, and in guiding me to what is best for me financially. Nermine has really gone above and beyond in helping me. She is also a great communicator, always responsive and resourceful when she needs to get answers. I can always tell she genuinely cares. I totally intend to work with Nermine and United Wealth Management into the future. Thank you Nermine!"
"I recently transitioned one of my accounts to United Wealth Management and have been thoroughly impressed. Their excellence in both customer service and money management stands out. Zach, in particular, has been exceptional in his role, consistently going above and beyond. I couldn't be more satisfied with the service I've received."
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