Ubiquity Retirement + Savings

Jon D 

on Google

a week ago

Don’t use this company. There are far more cost‑effective and professional options available. I planned to sign up for their 401(k) plan but realized it didn’t make sense for our business since we weren’t doing matching. I had already paid the $500 setup fee and canceled before any accounts were created. They are now refusing to refund the $500, even though no setup work was completed. 

Tammy Hastings 

on Google

3 weeks ago

Eddie Brock always provides excellent customer service. He really knows "his stuff" and is always so helpful professional. Eddie deserves recognition for doing an outstanding job! 

Shivaman 

on Google

a month ago

Dear Management Team, I’d like to express my sincere appreciation for the outstanding customer service I’ve received from Hannah Lopez. I had many questions put to Hannah as I was engaged in a roll over. Hannah displayed professionalism, knowledge, patience, and above all, a genuine caring attitude. It is clear that Hannah had two key goals in mind: to fully satisfy the customer and to promote the excellence of Ubiquity. Congratulations for having the foresight in hiring such a fine staff member. Employees of her caliber des... read more

John Moores 

on Google

2 months ago

Great outfit!!!!! 

Lisa Voss 

on Google

2 months ago

Excellent in every way!! From start to end they are very professional and helpful! From set up account they were always helpful, quick to respond and super knowledgeable. Would recommend this Retirement Company for anyone, they are amazing!!!!