Unified Legacy Advisors Employee Directory

Financial ServicesUnited 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

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