Analyzing 8,555,4408.6M ReviewsFor 24,25324.3K Experts

Experts Reviews · Company report
Unified Legacy Advisors logoHow 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

Unified Legacy Advisors

Omaha, NE · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #6Position by Experts Score among all companies we track in this category. of 51 financial advisors · 5.0★ from 102 Google reviews

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Report card

Percentile vs other financial advisors (100 = best)Each 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.

SatisfactionSatisfaction · 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 is better than 100% of financial advisors.A
100
ReliabilityReliability · 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 is better than 100% of financial advisors.A
100
Craft & serviceCraft & service · 0% of the scoreGoogle 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.Unified Legacy Advisors is better than —% of financial advisors.–
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ValueValue · 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 is better than 100% of financial advisors.A
100
MomentumMomentum · 0% of the scorePenalises 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 is better than 100% of financial advisors.A
100
Replies to reviewsReplies 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.Unified Legacy Advisors is better than —% of financial advisors.–
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Reviews for your job

Customers hired Unified Legacy Advisors for 7 kinds of job.

Unified Legacy Advisors for estate planning

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.8
★ on this jobAverage stars on the reviews where the customer tagged this exact job (Google’s “Services” field).5.00
Usually paidThe price range customers picked most often for this job.—
Rank for this jobPosition of this company in the Job match ranking for this job among the companies we track.Its Job match: 86/100.How Job match is calculatedBuilt only from reviews Google tagged “Estate planning”:Stars on this job 55%Number of such jobs 25%Overall Experts Score 20%Stars are pulled toward the category average when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.#2 / 7
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 8 Google reviews tagged “Estate planning”

Jolene7 reviewsTotal 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
M5 reviewsTotal 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. · Edited 3 months ago★★★★★

When I was thinking about retiring, I participated in one of several free informational meetings the Unified Legacy Advisors give on a regular basis. I realized that my knowledge of Social Security and Taxes during retirement is quite a process. They made it look easy. The ULAs are a fiduciary. That means they work…

Great priceFinancial planInsurance purchase consultingEstate planning
Rhonda2 reviewsTotal 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. · Edited 3 months ago★★★★★

I have been with ULA for 8 years. I had questions about when to take Social Security and read about ULA’s seminar and it sounded like my questions would be answered. I attended and was very impressed by the Nebens, who were all personable and helpful in answering my many questions and concerns. I set up an in office…

Reasonable priceFinancial planInsurance purchase consultingEstate planning
JamesLocal Guide · 16 reviewsTotal 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. · 4 months ago★★★★★

My wife and I first learned about ULA through one of their evening seminars. We were very happy with our financial advisor at the time, but we accepted Mike's challenge to take an honest look at what ULA offered as we prepared for retirement. Mike and Seth gathered our financial information, compared it against our…

Financial planEstate planningRetirement savings consulting
Kelly11 reviewsTotal 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. · 10 months ago★★★★★

We attended an informative retirement tax seminar and were impressed with the gentleman from ULA. We decided to take advantage of a consult and found that although we had done well investing on our own, ULA had strategies that could help us tax and investment wise, post-retirement. We’ve been very pleased with the…

Financial planEstate planningInvestment advising
Ann4 reviewsTotal 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. · 10 months ago★★★★★

Bob & I have been with ULA since 2020 and this experience has been the best decision we have ever made on every level! Mike, Blake & Seth have been the foundation regarding our retirement journey!! The education, professionalism & compassion is elite from this team. They take any fears you may have & develop a…

Great priceFinancial planInsurance purchase consultingEstate planning
Chris4 reviewsTotal 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. · 10 months ago★★★★★

After evaluating numerous advisors, we selected ULA for their professionalism, knowledge and genuine personal approach. We felt like they cared about us and our successful retirement, not just another number. We would highly recommend ULA, we are so confidential in them, that we have and will continue to recommend friends and family.

Not sureFinancial planInsurance purchase consultingEstate planning
DavidLocal Guide · 11 reviewsTotal 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 year ago★★★★★

ULA As my wife and I approached retirement our two primary concerns were how we funded our remaining years and how to unlock all the mysteries of Medicare and the quagmire of health insurance options. We did our due diligence by meeting with experts, talking to friends and googling the topics. After a couple of…

Not sureFinancial planInsurance purchase consultingEstate planning

Price

Not enough reviews with a price yet.

Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.

Great price 43%Reasonable 49%Overpriced 0%Not sure 8%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan48—
Retirement savings consulting16—
Investment advising16—
Insurance purchase consulting13—
Wealth management10—
Estate planning8—
Tax planning8—

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