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Find a Location

American Legacy Solutions has 4 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Country
    Please enter a valid location.
    • American Legacy Solutions

      5808 Telephone Rd Fl 2 Ventura, CA 93003-5330

      BBB Accredited Business
    • American Legacy Solutions

      2741 Hamner Ave., Suite 207 Norco, CA 92860

      BBB Accredited Business
    • American Legacy Solutions

      1560 Brookhollow Dr Fl 2 Santa Ana, CA 92705-5411

    • American Legacy Solutions

      25350 Magic Mountain Pkwy, Suite 300 Santa Clarita, CA 91355

    Business ProfileforAmerican Legacy Solutions

    Financial Planning Consultants
    Multi Location Business
    BBB accredited business

    At-a-glance

    Customer Reviews

    3/5stars

    Average of 4 Customer Reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 12/19/2017

    Years in Business: 9

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    At American Legacy Solutions LLC , we have a very strong commitment to providing specialized, high-quality, personalized insurance and investment coverage to our customers at reasonable prices, in an efficient and accurate manner. If the unexpected strikes, we will do everything we can to help you recover your quality of life as soon as possible.

     

    We start by listening. We educate on the different phases and concerns of your life. Then we invest time into finding the right solution for your unique concerns.

    American Legacy Solutions is a client-first brokerage helping you plan, prepare, and prosper in retirement.

    Business Details

    This is a multi-location business.

    Find a Location

    American Legacy Solutions has 4 locations, listed below.

    *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

      Country
      Please enter a valid location.
      • American Legacy Solutions

        5808 Telephone Rd Fl 2 Ventura, CA 93003-5330

        BBB Accredited Business
      • American Legacy Solutions

        2741 Hamner Ave., Suite 207 Norco, CA 92860

        BBB Accredited Business
      • American Legacy Solutions

        1560 Brookhollow Dr Fl 2 Santa Ana, CA 92705-5411

      • American Legacy Solutions

        25350 Magic Mountain Pkwy, Suite 300 Santa Clarita, CA 91355

      Location of This Business
      5808 Telephone Rd Fl 2, Ventura, CA 93003-5330
      BBB File Opened:
      12/15/2017
      Years in Business:
      9
      Business Started:
      12/1/2014
      Business Incorporated:
      12/1/2014
      Accredited Since:
      12/19/2017
      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.
      BBB records show a license number of 0G23649 for this business, issued by Department of Insurance

      These agencies may include:

      Department of Insurance

      300 South Spring Street, South Tower

      Los Angeles CA 90013

      (800) 927-4357

      http://www.insurance.ca.gov

      Type of Entity:
      Corporation
      Business Management
      • Mr. Jayson Cohen, CEO
      Contact Information

      Principal

      • Mr. Jayson Cohen, CEO

      Customer Contact

      • Mr. Jayson Cohen, CEO
      Additional Contact Information

      Fax Numbers

      • (805) 383-9854
        Primary Fax

      Email Addresses

      Customer Complaints

      0 Customer Complaints

      Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

      File a Complaint

      Customer Reviews

      4 Customer Reviews

      What do you think? Share your review.

      How BBB Processes Complaints and Reviews

      Start a Review

      Most Recent Customer Review

      Ann G

      1 star

      04/03/2023

      I received a cold-call wanting to discuss (what I thought) were the changes in 2023 Medicare and how it plays with my Blue Cross Blue Shield supplemental. I asked them how they got my name, address and phone number several times, but never receive a clear answer. I agreed to a face-to-face appointment at my house. When they arrived, they wanted to start with my birthdate which they would have known if they worked with BCBS and Medicare. They never disclosed they were selling all types of insurance. They wanted to discuss medical insurance, life insurance, long term insurance, my financials, etc. At the end they wanted me to sign something stating what was discussed which I refused. I did let the agent know I was annoyed with the misrepresentation, and I still wanted to know how he got my name, address, phone, etc. I learned a lesson. Let's pray this is now a dead issue.

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