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Business Profile

Financial Planning Consultants

Unified Legacy Advisors, LLC

About

Important information

  • Additional Info:
    Mike Neben has been in the financial industry since 1993 and has 25 years of experience. He started Unified Legacy Advisors, LLC with his sons on 6/24/2014.

About This Business

Unified Legacy Advisors is a wealth management and retirement planning strategy firm.

BBB Accredited Since: 11/30/2017

Years in Business: 12

Products and Services

Unified Legacy Advisors, LLC provides retirement planning and wealth management services including asset protection, investment and income distribution planning, social security maximization, and portfolio management. They also offer long-term care planning and life insurance products.

Photos and Videos

  • image description not provided by submitter

Business Details

BBB File Opened:
11/16/2017
Business Started:
6/24/2014
Business Incorporated:
6/24/2014
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
Unified Legacy Advisors
Business Management:
Mike Neben, President/CEO
Seth Neben, VP Investment Advisor Representative
Blake Neben, Vice President

Additional Contact Information

Principal Contacts
Mike Neben, President/CEO
Blake Neben, Vice President
Customer Contacts
Mike Neben, President/CEO
Seth Neben, VP Investment Advisor Representative
Blake Neben, Vice President
Additional Email Addresses
Complaint: Email this Business
Technical Support: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Latest Reviews

  • Ron A

    "We've worked with several financial planning firms in the past and they all seemed to be about the same and not really worth my time to submit a review, then we met with ULA. The personal attention we receive and genuine concern for our future is unmatched by any others we've worked with." ... Read full review

View all Reviews

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