Ubiquity Retirement + Savings
63 reviews
- 1 profiles
- 2 categories
Average star rating
4.2
Serving customers since
1999
Ubiquity Retirement + Savings Reviews
AC
Verified User in Consulting
Small-Business (50 or fewer emp.)Ubiquity: User-Friendly Investing with Excellent Customer Service
Ubiquity has great investment options, and the website is very user friendly. Customer service has been excellent as well.
AC
Annette C.
Senior Bilingual Specialist Small-Business (50 or fewer emp.)Fast Setup, Excellent User Support
I love that Ubiquity Retirement is quick to answer questions and provides solutions when needed. I feel like more than just a number with them. I appreciate the real-time response, and I find the investments provided by Ubiquity to be different from other agencies. For the last 10 years, I haven't had any problems. Investments are easy to handle, the website is very user-friendly, and the chat is always available. The initial setup was quick and easy.
CB
Cara B.
Senior Marketing ManagerSmall-Business (50 or fewer emp.)Great Customer Service!!
Easy of online use and the customer service when I call
About
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
Website
www.myubiquity.com