Financial planner · Omaha, NE · reviewed since 2021
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%100+58.7Reliability 26%100+26.1Value 15%100+15.2Experts Score= 100Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.100SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#6 of 51 financial advisorsiPosition by Experts Score among all companies we track in this category. · better than 90%
5.0★★★★★102 Google reviews · 2 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Google reviewers rate Unified Legacy Advisors five stars based on 102 reviews, highlighting their expertise in investment management, wealth planning, and retirement guidance. Clients frequently cite the firm's responsiveness, clear communication, and personalized attention as key factors in their satisfaction. The practice also hosts informational seminars on topics like Social Security and taxes, which many attendees found helpful. No specific criticisms regarding pricing or punctuality appear in the provided excerpts, and the owner has not replied to any reviews.
Google rating: 5.0 out of 5 from 102 reviews (100% five-star).
Reviews on this page: 102 Google reviews (91 with written comments, 1 with photos).
Owner responses: the business replied to 0% of reviews.
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: satisfaction and reliability; weakest: momentum.
Unified Legacy AdvisorsFinancial Advisors median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Unified Legacy Advisors: 100/100 on this factor. Category median: 99.A
100
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Unified Legacy Advisors: 100/100 on this factor. Category median: 99.A
100
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
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ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Unified Legacy Advisors: 100/100 on this factor. Category median: 100.A
100
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Unified Legacy Advisors: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 84.–
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Bar = this company · dark tick = category median.
Star ratings
102 Google reviews we collected
5.0of 5
5 stars102100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 91 written reviews
100%praise
Praise116100%
Complaints00%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
100%fair
Great price1643%
Reasonable1849%
Overpriced00%
Not sure38%
Topic share
How often each topic comes up in the written reviews
6topics
Staff & attitude4236%
Would recommend2017%
Communication1816%
Speed & response1311%
Honesty & trust1210%
Quality & results119%
What customers talk about
We read 91 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“If you are looking for very knowledgeable, and professional investment and wealth management, you should talk to ULA!”
“We’re very pleased with the way they conducted themselves and I highly recommend them to anyone who is serious about their financial investments.”
“My wife and I began working with ULA and Rebecca Frolich, she is very smart and easy to work with.”
“Mike Neben and the ULA team quickly earned our trust and respect.”
“want to spend my retirement days focusing on my portfolio when I can trust Seth and Mike to do that very well with great results, while I can enjoy wh…”
“…y portfolio when I can trust Seth and Mike to do that very well with great results, while I can enjoy what I spent my working years building.…”
People customers mention
Mike23 reviews
Seth17 reviews
Blake14 reviews
Security5 reviews
Medicare4 reviews
Neben4 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Unified Legacy Advisors for 7 kinds of job. Pick one to see what they paid and said.
JJolene7 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
If you are looking for very knowledgeable, and professional investment and wealth management, you should talk to ULA! They consistently exceed my expectations. I don’t want to spend my retirement days focusing on my portfolio when I can trust Seth and Mike to do that very well with great results, while I can enjoy…
Great priceFinancial planInsurance purchase consultingEstate planning
RRobert1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
My wife and I are now starting our 3rd year with ULA. We have been extremely happy with Mike and his team. They have been instrumental in helping us with our financial planning as well as Medicare and Social Security planning. I would encourage anyone looking for a reputable financial planner to begin their…
PPaul10 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
Local friends referred my wife and me to Unified Legacy Advisors (ULA) in February 2026. Mike Neben and the ULA team quickly earned our trust and respect. We are very thankful for the way ULA is focused on our near-term and long-term goals. ULA has our highest recommendation.
DDeborah10 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
Pure professionals. Wisely keen investment specialists. Whole heartedly recommend.
KKevin2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
Mike and the entire ULA team have been excellent to work with and they always take the time to get to know us and understand our financial needs and goals. They have done an outstanding job in putting us in a position where I can retire before I ever imagined possible. We are very happy we began this relationship…
RRita1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★
We’ve been with ULA since 2021! The staff is professional! We have annual reviews of our investments. We are glad we picked ULA to manage our retirement investments!
If you are looking for very knowledgeable, and professional investment and wealth management, you should talk to ULA! They consistently exceed my expectations. I don’t want to spend my retirement days focusing on my portfolio when I can trust Seth and Mike to do that very well with great results, while I can enjoy what I spent my working years building. At ULA you build relationships and are treated with friendship and respect, not as a number like bigger, impersonal firms. Do yourself a favor and give them a call. You will not regret it and only wish you called them sooner!
My wife and I are now starting our 3rd year with ULA. We have been extremely happy with Mike and his team. They have been instrumental in helping us with our financial planning as well as Medicare and Social Security planning. I would encourage anyone looking for a reputable financial planner to begin their search with ULA. Over our first 2 years, all of our questions and concerns have been addressed with patience and with thorough, easy-to-understand explanations.
P
Paul Scott10 reviewsiTotal number of Google reviews Paul has written across all businesses on Google Maps, not just this one.
Local friends referred my wife and me to Unified Legacy Advisors (ULA) in February 2026. Mike Neben and the ULA team quickly earned our trust and respect. We are very thankful for the way ULA is focused on our near-term and long-term goals. ULA has our highest recommendation.
D
Deborah Lierz10 reviewsiTotal number of Google reviews Deborah has written across all businesses on Google Maps, not just this one.
Mike and the entire ULA team have been excellent to work with and they always take the time to get to know us and understand our financial needs and goals. They have done an outstanding job in putting us in a position where I can retire before I ever imagined possible. We are very happy we began this relationship ULA 3 short years ago!! My only regret is that we didn't engage with them sooner.
We’ve been with ULA since 2021! The staff is professional! We have annual reviews of our investments. We are glad we picked ULA to manage our retirement investments!
