Unified Legacy Advisors: Retirement planning with clarity, care, and confidence.
Unified Legacy Advisors in Omaha provides thoughtful retirement planning and wealth management. Clients praise the knowledgeable team for clear explanations of investment strategies and responsive, courteous service. The staff treats clients like family, guiding them through Medicare, taxes, and insurance planning with education and a confident, plan-driven approach.
17002 Marcy St Suite 120, Omaha, NE 68118, USA
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Comprehensive strategies to help you plan and manage a secure retirement, tailored to your goals and lifestyle.
Personalized investment management and preservation of assets to grow and protect your hard-earned wealth.
Clear, well-explained investment plans designed to maximize returns while aligning with your risk tolerance.
Integrated support including Medicare, tax planning, and insurance to cover all aspects of your financial health.
Informative sessions and ongoing education to help you understand retirement options and make informed decisions.
Overall rating
Liz Humlicek
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 arises. It gives us great peace of mind knowing that they working with us to make the most of our retired lives. Would strongly recommend!
Lori Hostetler
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 you could need. We feel 100 % confident in the advice and service we are receiving and are so happy we found them to guide us in our retirement decisions. They truly do treat you like family. We HIGHLY recommend ULA!!
Frank Quinby
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 that our then financial advisors were not meeting our expectations there was no one else I’d thought of to go forward. We’re very pleased with the way they conducted themselves and I highly recommend them to anyone who is serious about their financial investments.
Ray Turpen
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 for your future. Sherri Turpen ---------------------------------------------------------------------------------------------------- We met the Unified Legacy Advisors team at a presentation at UNO. The team was friendly, welcoming, and very helpful in understanding the important points related to retirement and investment. We have been with ULA for about 1 year now and have been very impressed with their customer service and their working knowledge of retirement planning. The entire staff treats you like family. They are responsive to all questions and willing to spend as much time as needed to be able to understand all the options and complexities of retirement and investments. Ray Turpen
Ann Maupin
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 “fearless” plan. In addition they walk you through Medicare, taxes & insurance planning. It’s amazing but not surprising how the team has grown from 2020 to 2025 & continues to thrive!
