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Ubiquity Retirement + Savings

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4.2 out of 5 stars
57 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.2
Serving customers since
1999

Profile Name

Star Rating

41
9
2
1
4

Ubiquity Retirement + Savings Reviews

Review Filters
Profile Name
Star Rating
41
9
2
1
4
Verified User in Events Services
AE
Verified User in Events Services
06/30/2026
Validated Reviewer
Verified Current User
Review source: In-app

Wonderful Service - Would Highly Recommend

|Ubiquity Retirement
Flexibility and Affordability. System seems user friends. Kind and helpful Agents. You can reach a real person.
Verified User in Information Technology and Services
EI
Verified User in Information Technology and Services
05/02/2026
Validated Reviewer
Verified Current User
Review source: In-app

Excellent support

|Ubiquity Retirement
The blending of personal support and do-it-yourself is well balanced.
AN
03/24/2026
Validated Reviewer
Verified Current User
Review source: In-app

User friendly

|Ubiquity Retirement
user friendly. Easy Onboarding process and staff use

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