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Ubiquity Retirement + Savings

Mostrar desglose de calificaciones
3.2 de 5 estrellas
13 reseñas
  • Perfiles de 1
  • Categorías de 1
Calificación promedio de estrellas
3.2
Atendiendo a clientes desde
1999

Profile Name

Star Rating

7
2
0
0
4

Ubiquity Retirement + Savings Reviews

Review Filters
Profile Name
Star Rating
7
2
0
0
4
Jacob B.
JB
Jacob B.
Relationship Manager at Advantage Benefits Group
10/31/2024
Revisor validado
Usuario actual verificado
Fuente de la revisión: Orgánico

Review from Advisor

|Ubiquity Retirement
The upper level service team including Diana & Jason has been super helpful.
Joel M.
JM
Joel M.
10/11/2024
Revisor validado
Usuario actual verificado
Fuente de la revisión: Campaña G2 Gives
Revisión incentivada

Excellent Employment Savings Plan

|Ubiquity Retirement
I appreciated the ease with which I was able to designate my investment choices.
Matt S.
MS
Matt S.
02/27/2024
Revisor validado
Fuente de la revisión: Orgánico
Traducido Usando IA

Horrible - Sin soporte al cliente

|Ubiquity Retirement
Sus tarifas por empleado son razonables.

About

Contact

HQ Location:
San Francisco, California

Social

@ubiquitysavings

What is Ubiquity Retirement + Savings?

Ubiquity Retirement + Savings is a financial services provider specializing in retirement plans for small businesses and self-employed individuals. They offer a range of customizable retirement solutions, including Solo 401(k) plans and SIMPLE IRAs, designed to help clients save for retirement efficiently. Ubiquity emphasizes low-cost options and user-friendly technology, making it easier for businesses to manage their retirement plans. For more information, visit their website at [myubiquity.com](https://www.myubiquity.com).

Details

Año de fundación
1999