Unified Wealth Management - Oldsmar, Florida

Melissa S.

United Wealth Management is a trustworthy and reliable financial management organization. They provide wonderful support for an individual’s financial goals and ensure that their plans are aligned with the current financial climate. I trust this company to make the best decisions to support my future financial plans and would highly recommend them to others.

Greg P.

I couldn’t be happier with Zach Hobby and unified wealth management. Zach and his team took over managing my portfolio and offering personal and business wealth management advice several years ago, which was the best financial move that I’ve ever made. I wish I had reached out to Zach sooner than I did. He also works very close with my accountants so everyone is seamlessly on the same page with tax and investment strategies. Zach doesn’t just focus on the markets, he focuses on the client as a person and takes the time to understand their overall goals and individual situation. Zach goes above and beyond to offer valuable advice with any financial decision in life and is always responsive, even on short notice.

G N.

I couldn't be more pleased with my experience at Unified Wealth Management.

Their personalized approach to wealth management is truly exceptional. The team is incredibly knowledgeable and takes the time to understand my unique financial goals and needs. They crafted a comprehensive plan that not only addresses my current financial situation but also sets me up for long-term success. The attention to detail and the thorough explanations provided at each step made me feel confident and informed throughout the entire process.

Communication with my advisor (Zach) has been seamless. He is always available to answer my questions and provide updates on my portfolio. The transparency and trustworthiness displayed is unmatched and extremely appreciated.

What stands out the most is their dedication to my financial well-being. Zach goes above and beyond to ensure that my investments are aligned with my goals and proactively make adjustments to adapt to market changes to ensure financial stability.

I highly recommend their services to anyone seeking expert financial guidance and a personalized approach to wealth management.

Peter S.

Nermine Bolos: A Beacon of Excellence in Personalized Wealth Management

Choosing Nermine Bolos as my Investment Adviser at Unified Wealth Management has been transformative. With a robust background spanning nearly two decades in banking, accounting, insurance, and franchising, Nermine brings a comprehensive approach to financial planning that's both rare and invaluable.

What truly sets Nermine apart is her exceptional ability to connect on a personal level. She is not only kind and professional, but she also takes the time to truly know and understand her clients. With Nermine, you are not just a number; you are a person with unique needs and aspirations. She meticulously tailors strategies that work best for each individual's circumstances, demonstrating a level of care and diligence that is simply unmatched.

Her dedication extends beyond just financial guidance. Nermine offers additional financial services at no extra cost (you'll have to ask to find out 🙂 ), adding both monetary and character value to her services. The level of respect, care, and diligence that Nermine and her colleague Zach have shown me is unparalleled compared to any other financial analysts I've worked with.

Moreover, her active community involvement and dedication to educating women and small business owners about financial independence reflect her integrity and commitment. Her enthusiasm for life, whether cheering for the Tampa Bay Lightning or engaging in multiple leadership and church ministries, enriches her relationships with clients.

For anyone looking to have their money managed with growth, intelligence and empathy, I wholeheartedly recommend Nermine Bolos. Her strategic acumen and approachable demeanor make her the ideal advisor for anyone serious about securing their financial future.

Alena A.

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.

Daniel A.

Nermine is an amazing person and nothing short of exceptional. She presented her recommendations in a very clear and easy to understand manner. I was always made aware of the potential risks and rewards associated with different investment options and she made me comfortable with my decisions. She also even went above and beyond for me during a difficult situation with a grandfather, guiding me to a company that saved my grandfather’s life. This extra mile that she went for me blows my expectations of any person out of the water, but she did so effortlessly, often on phone calls for me outside of business hours. I have only great things to say and do highly recommend her to anyone!

Brian M.

Zach Hobby has been an absolute pleasure to work with. Great listener who seeks to understand your goals and then put strategies in place to accomplish those goals. He is always makes himself available to answer questions and to discuss your account. Zach is able to explain complex financial language/investments/lingo in very down to earth, understandable terms. He is very transparent in both his approach and his actions. I would not hesitate to recommend working with him.

Dustin ?. D. F.

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.