Unified Wealth & Retirement Planning

Marsha has been my financial advisor for 10 years. It would not have lasted to 10 years had she not shown exemplary ability, skill, and performance. I was impressed with her knowledge from the time of our first (public) encounter, and that hasn't changed. One of the most admirable things, to me, is that if I have a question, she NEVER will hem and haw, illustrating that she really doesn't know the answer, nor has she ever said "I'll get back to you on that". I'm so very pleased to have her at my service.
Mar 28th, 2023

We love working with Marsha! She impressed us right off with her knowledge of financial products. She has helped ease us into retirement and gave us such peace of mind and trust in an investment advisor. Wish we had met her years ago. We highly recommend her to all our friends and anyone needing financial advice in plain understandable language.
Feb 13th, 2023

Im so thankful to have Marsha as my financial planner. She listened to my retirement goals and laid out a plan for me to follow. Its clear she has a vast knowledge base and yet able to articulate so I can understand. If you are looking for a true professional that treats you as she would family, look no further!
Jan 22nd, 2023

Unified was recommended to us by a trusted friend. After meeting with Marsha we found she was extremely good at what she does, in many areas. She speaks at a level we could understand and explained things so we understood. Highly recommend.
Jan 5th, 2023

Love Marsha Harris- very knowledgeable and easy to work with!
May 26th, 2022