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 insurance purchase consulting
Clear ✕All 13 Google reviews tagged “Insurance purchase consulting”
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…
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…
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!
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…
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…
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.
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.
They all are fantastic people to work with!
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…
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
Not enough reviews with a price yet.
Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
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 | — |
