Insights

Growing Revenue Stream Unified Legacy Advisors operates within a competitive financial services industry with a revenue range of 10 to 25 million dollars, indicating potential for expansion and increasing market share through targeted marketing and service diversification.

Niche Retirement Focus Specialized in comprehensive retirement planning, including asset protection, investment strategies, long-term care, and life insurance, presenting cross-selling opportunities with complementary financial products and services.

Regional Presence With offices in Omaha and Lincoln, Nebraska, the company has a localized customer base, offering opportunities to develop community-focused marketing campaigns and personalized financial solutions tailored for regional clients.

Technology Adoption Utilizes various online tools and platforms such as Google Analytics, YouTube, and Cloudflare, demonstrating openness to digital engagement strategies that can enhance client outreach and lead generation.

Industry Alliances Aligned with large competitors with thousands of employees and multi-billion dollar revenues, presenting avenues for strategic partnerships, referral networks, or competitive positioning within the financial advisory landscape.

Unified Legacy Advisors Tech Stack

Unified Legacy Advisors uses 8 technology products and services including Unpkg, Cloudflare, Google Fonts API, and more. Explore Unified Legacy Advisors's tech stack below.

  • Unpkg
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Google Fonts API
    Font Scripts
  • Slick
    Javascript Libraries
  • Flywheel
    Platform As A Service
  • HSTS
    Security
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics

Media & News

Unified Legacy Advisors's Email Address Formats

Unified Legacy Advisors uses at least 1 format(s):
Unified Legacy Advisors Email FormatsExamplePercentage
FLast@unifiedlegacyadvisors.comJDoe@unifiedlegacyadvisors.com
100%

Frequently Asked Questions

Where is Unified Legacy Advisors's headquarters located?

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Unified Legacy Advisors's main headquarters is located at 17002 Marcy Street Suite 120 Omaha, Nebraska 68118 United States. The company has employees across 1 continents, including North America.

What is Unified Legacy Advisors's official website and social media links?

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Unified Legacy Advisors's official website is unifiedlegacyadvisors.com and has social profiles on LinkedIn.

What is Unified Legacy Advisors's NAICS code?

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Unified Legacy Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Unified Legacy Advisors have currently?

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As of May 2026, Unified Legacy Advisors has approximately 12 employees across 1 continents, including North America. Key team members include Ceo/Founder: R. B.Co-Founder, Investment Advisor Representative: M. N.Co-Founder, Investment Advisor Representative: S. N.. Explore Unified Legacy Advisors's employee directory with LeadIQ.

What industry does Unified Legacy Advisors belong to?

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Unified Legacy Advisors operates in the Financial Services industry.

What technology does Unified Legacy Advisors use?

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Unified Legacy Advisors's tech stack includes UnpkgCloudflareGoogle Fonts APISlickFlywheelHSTSYouTubeGoogle Analytics.

What is Unified Legacy Advisors's email format?

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Unified Legacy Advisors's email format typically follows the pattern of FLast@unifiedlegacyadvisors.com. Find more Unified Legacy Advisors email formats with LeadIQ.

Unified Legacy Advisors

Financial ServicesNebraska, United States11-50 Employees

Our comprehensive approach to retirement planning encompasses a full range of strategies from managing and protecting existing assets to estimating future cash flows and investments.

Asset protection should be an essential component of any retirement plan. You’ve worked hard all of your life to build a comfortable savings and establish your home equity – and these achievements merit protection.

We will help navigate you through the wide array of investment options. We understand that without proper guidance, constructing the appropriate portfolio can be daunting and confusing. We will always take into consideration the various factors that go into the decision-making process such as tax implications, asset diversification, and market volatility.

ULA also offers Long-Term Care and Life Insurance services to its clients. 

Advisory services are offered through The Patriot Financial Group, LLC, DBA Unified Legacy Advisors. The third-party comments displayed are not verified, may not be accurate, and are not necessarily representative of our client experience. Unified Legacy Advisors does not compensate anyone, directly or indirectly for participation in our marketing, including videos and social media posts.

Omaha Office
17002 Marcy Street, Ste 120
Omaha, NE 68118

Lincoln Office
9240 Andermatt Drive, Ste 2
Lincoln, NE 68526

Section iconCompany Overview

Headquarters
17002 Marcy Street Suite 120 Omaha, Nebraska 68118 United States
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Unified Legacy Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Unified Legacy Advisors's revenue is estimated to be in the range of $10M$25M

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