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 retirement savings consulting
Clear ✕All 16 Google reviews tagged “Retirement savings 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…
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!
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…
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!
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…
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…
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…
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…
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…
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.
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…
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…
We have been with ULA for 2 years and 2 months. My wife and I repeatedly ask ourselves how did we not find them sooner. Anytime we would like to visit with them or ask questions they respond in an extremely timely manner. They have been instrumental in our retirement planning and advising us for tax purposes,…
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 | — |
