How 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.100SCOREUnified 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
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.
Reviews for your job
Customers hired Unified Legacy Advisors for 7 kinds of job.
Unified Legacy Advisors for financial plan
Clear ✕All 48 Google reviews tagged “Financial plan” · showing 40
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…
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…
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!
They provide a detailed service to match my specific financial planning needs.
ULA team is fantastic and are great to work with.
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…
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…
After 5 years with ULA, we are very pleased with our portfolio performance and the excellent advice from the ULA team.
Great company to manage your investments. Friendly, knowledgeable individuals that work with you to manage your investments. They give my wife, piece of mind that there is someone to help her after I’m gone.
The team at ULA is amazing. They know you by name and take care of you like family. Their advice and expertise has helped us to be able to retire early. We are grateful for everything they have done for us!
Their care and passion to serve is amazing. We have been with them for more than 5 years and ULA is the first wealth manager that made my needs their priority.
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…
My wife and I began working with ULA and Rebecca Frolich, she is very smart and easy to work with. It has been a smooth transition to transfer funds to ULA. They do all the work for you. The office has many people who help us any time we have questions. We met at one of the many classes they offer to help us…
We were referred to ULA by two existing clients who both expressed rave reviews about their experiences. After our first meeting with Mike we knew what they were talking about. Mike and his team have been fantastic! In our first meeting we felt heard, seen and understood and that only became more evident in our…
United Legacy Advisors have “ticked” all of our boxes. They make it a priority to know each individual customer. They make it clear that they care about your investments. They are available when you have any kind of a question and are diligent in getting you a clear answer to your question. Most importantly, United…
After visiting with several fiduciaries to understand a path for managing my retirement funds, the meeting with ULA and Mike was the best retirement decision I could have made. Mike and the ULA team were very informative with options to best diversify my retirement portfolio. They provided a thorough analysis of how…
We have been using ULA for the past year and have been very happy with their service. They are very thorough in explaining our investment options and have been extremely helpful in making several critical retirement financial decisions. They are always attentive and responsive to any of our questions and have done…
We have been impressed with ULA's professionalism and individualized approach with our investment planning. Mike and his sons are very down-to-earth and approachable. My husband and I have met with them multiple times and am so pleased with the thorough investment/retirement guidance and friendly demeanors. We highly recommend their services.
We are so happy that we chose ULA to help us plan and manage our retirements! All the staff there is kind and responds quickly to questions. They clearly explain our investment strategies and we feel confident knowing that they are managing these for us. We meet annually with the team there or sooner if the need…
Everyone at ULA treats you with the utmost courtesy and respect. All of the staff, from the financial advisors to the receptionists, are absolutely wonderful! The financial advisors will answer any questions you have and make sure you understand the process. They will also put you in touch with other professionals…
Have been very pleased working with them.
The team at ULA has been amazing from the very beginning all the way through the transition. Communication is key and they do this effortlessly. We had gone to a seminar they hosted three years before and asked not to be contacted for any services, they respected our wishes and never bothered us. When we decided…
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…
ULA also known as unified legacy advisors are excellent in helping people retire fearlessly. They help you achieve your goals of living well in retirement and saving enough to leave a legacy to your chosen heirs.
Unified Legacy Advisors is an amazing personable company. ULA is full of knowledge on wealth management, planning, and preserving your hard work so you can live the way you want. Very timely, accurate, and they take time with every client no matter what your needs are. I highly recommend you take time with ULA…
My wife and I have been with ULA for five years. We are at a stage in life where we want to conserve our assets while being able to enjoy our retirement years without having to worry about our investments. We have dealt with Mike, Seth, and Blake. They are all competent, knowledgeable and have our best interests…
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…
It has always been great working with such knowledgeable, professional and friendly staff. The Christmas dinners are also great.
A great team! They are looking out for us evey day. We truly appreciate their ability to communicate with us in terms we can understand. We're so happy we went to their seminar 3 years ago.
What a wonderful group of people helping to navigate getting ready to retire/retiring! We felt very comfortable with Mike, Seth, Blake and team! Give them a call. You will not be disappointed!! Mark and Sandi
The people are so personable and the advice is invaluable. I have learned so much from them. I now feel confident in my future.
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.
This is a family business that cares about its clients. We went to a seminar and after hearing what they can do for us, we decided to switch our IRA's over for them to manage. So far so good. Hope to remain with them for a long time. We now have been with them for over 3 years and our portfolio has been growing.…
Wonderful company with great people. Very understanding to what we are trying to achieve with or finances for the guture.
Best financial advisors on the planet! They actually listened to us and our needs. How refreshing!
They all are fantastic people to work with!
We began working with ULA and Mike in 2022, and it has truly been a game-changer for our financial future. As a couple in our early 50s, we weren’t sure if early retirement was possible. But with ULA’s thoughtful guidance, personalized planning, and deep financial expertise, we now have the confidence to retire in…
We lost our financial advisor due to a retirement a year ago and began looking for someone new. We attended an evening retirement presentation by ULA and later arranged for a meeting. Best idea we have ever had! We began using ULA immediately and have never looked back. A very professional group of advisors that…
It’s very scary putting your life savings in the hands of someone else, but Mike at ULA left us with no doubt that we were doing the right thing. They gave us choices and charted the results of our choices, they gave us advice but were never pushed one way or the other and they answered every question we had.
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…
Price
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Jobs customers hired them for
| Job | Reviews | Category typical |
|---|---|---|
| Financial plan | 48 | — |
| Retirement savings consulting | 16 | — |
| Investment advising | 16 | — |
| Insurance purchase consulting | 13 | — |
| Wealth management | 10 | — |
| Estate planning | 8 | — |
| Tax planning | 8 | — |
