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Ubiquity Retirement + Savings

Show rating breakdown
3.2 out of 5 stars
13 reviews
  • 1 profiles
  • 1 categories
Average star rating
3.2
Serving customers since
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
Validated Reviewer
Verified Current User
Review source: Organic

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
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
Incentivized Review

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
Validated Reviewer
Review source: Organic

Horrible - No Customer Support

|Ubiquity Retirement
Their rates per employee are reasonable.

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

Year Founded
1999