Ubiquity Retirement + Savings Omdömen 

Carrie was fantastic and epitomized her title of client success adviser

I retired from One North Wealth Services as of 6/1 and Carrie Cline-Parker has been tireless in her efforts to process my rollover requests. I was a plan Trustee and had to be removed as such prior to being able to do the rollovers. The company owner - a fine, fine young man - in addition to being busy with client services, needed help in completing the paperwork to complete the termination and Carrie was very patient and thorough in her efforts.

Absolutely phenomenal customer service. You are not just a number like you might be with the big firms.

Keisha at My Ubiquity is truly exceptional. From the very beginning, she made the entire process feel effortless with her professionalism, kindness, and deep knowledge. She takes the time to explain things clearly, follows through on every detail, and makes you feel like a priority every step of the way.

What really made my experience great is how consistently responsive and supportive the entire My Ubiquity team is. No matter what I needed, someone was always quick to help, and they did it with a positive attitude and genuine care. It’s rare to find a team that combines efficiency, expertise, and warmth so seamlessly.

Keisha and the My Ubiquity team have set the bar incredibly high. I’m grateful for their outstanding service and highly recommend them to anyone looking for a team that truly shows up for their clients.

I feel safe and secure with everyone at My Ubiquity, Stephan, Eddy, Emilio, Kelsey,

Keisha has been a terrific knowledge source as I have given her a lot of questions, and she always, without fail, responds promptly and competently. Additionally, Keisha even had a complicated form completed for us when it was not mandatory that she or Ubiquity do so. In this world of ours where 401K requirements and compliance change on a regular basis, I am glad Ubiquity employees Keisha and others like her, as it makes a big difference in client services!

Maria Alas was super helpful in getting my 2 way authentication set up and getting access to my account. The whole experience was seamless. Thank you for genuineness

I would like to take a moment to recognize Victoria for the outstanding support she provided while assisting me with my Ubiquity account.

Victoria demonstrated a high level of professionalism throughout our interaction, paired with a genuinely kind and helpful demeanor that made the entire experience seamless and reassuring. It is not often that customer service feels both efficient and personable, but she struck that balance effortlessly.

I also want to highlight the importance of being able to connect with a U.S.-based customer service representative. That factor alone can often determine whether a client chooses to remain with an organization or take their business elsewhere. In this case, it made a meaningful difference.

Victoria’s professionalism and positive spirit directly influence my confidence in the organizations I choose to engage with, including decisions related to where I place my investments.

A well-deserved shoutout to Victoria in Georgia, you are a true asset to your team and your organization.

Thanks for the call on 4/13/26 at 11:49AM CST

We have terminated our 401-K plan a couple of years ago and we still received phenomenal service from the customer success specialist Andi Reyman. She resolved our issues and followed up every step of the way! REALLY A++++++++

ROBBY FORSYTHE is amazing. He is a very responsible, knowledgeable, and honest person. He explained everything regarding the UBIQUITY 401 (k) plan. He always returns emails and calls. Even now, when we aLREady participate in 401k plan but I have questions , he tries to extend himseld , to help

Louie John did an outstanding job changing my login information and was very courteous and professional!

Gisell was so help full today. Took care of my request with ease and total professional. Thanks to Gisell

Great customer service on my call today. Thank you for answering my questions with knowledge, patience and kindness.

Ed Zuniga is truly AMAZING! He is always so patient and helpful in answering all of our questions and is a true ASSET to the Ubiquity Team. He has been able to answer all of our questions and is a true professional.

Great Customer Service, questions were quickly answered.

She explained everything to me clearly to help me be more knowledgeable about an email sent

Had an issue with my calculations and the my rep jumped in to take care of them. It's great when a company works hard to make a happy customer! I am really happy with where I'm at and with the result of using Ubiquity.

I really don't want to deal with the 401K requirements. Every time I reach out to Ubiquity I get very good team members who are very helpful and responsive.

The wait time before speaking to a live agent was very short. And the agent was thorough and resolved all of my questions. The email response time was pretty fast as well, I received a response within two business days.

patient and informative customer service

Horrible customer service, wait time for your own money is ridiculously high and take too many taxes out. They send your money by wire which most banks won't even except wire transfers anymore not modern day ACH payments like everyone else.

You say it was a payment issue but haven't worked for that company since May so you mean to tell me they haven't paid since then shouldn't my money have already been in a trust account .

Update 11/07/2025 STILL NO PAYMENT
Was approved on 10/10/2025 almost 30 days later still no payment