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Business Profile

Financial Planning Consultants

American Legacy Solutions
BBB Accredited BusinessA+Rated by BBB
Visit Website(805) 684-6480Write a Review

About

Overview

American Legacy Solutions

5808 Telephone Rd Fl 2

Ventura, CA 93003-5330

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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.

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    BBB Accreditation & Rating

    American Legacy Solutions is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

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    About This Business

    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.

    BBB Accredited Since: 12/19/2017

    Years in Business: 10

    Products and Services

    Debt Management, Education Funding, Estate Planning, Financial Planning, Healthcare Planning, Legacy Planning, Life Insurance, Long Term Care Planning, Retirement Advisory, Wealth Management

    Business Details

    Local BBB:
    BBB of the Tri-Counties
    BBB File Opened:
    12/15/2017
    Business Started:
    9/2/2016
    Business Incorporated:
    12/1/2014
    Type of Entity:
    Corporation
    Business Management:
    Mr. Jayson Cohen, CEO

    Additional Contact Information

    Principal Contacts
    Mr. Jayson Cohen, CEO
    Customer Contacts
    Mr. Jayson Cohen, CEO
    Fax numbers
    Primary Fax: (805) 383-9854
    Additional Email Addresses
    Sales: Email this Business
    Technical Support: Email this Business
    Customer Service: Email this Business
    Social Media

    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 . The expiration date of this license is 11/30/2026.

    Department of Insurance

    300 South Spring Street, 14th Floor

    Los Angeles CA 90013

    213-3466464Website

    Additional Information

    Other Resources
    Department of Insurance
    300 South Spring Street, 14th Floor
    Los Angeles CA 90013
    Phone Number: (213) 346-6464
    http://www.insurance.ca.gov
    [email protected]
    Business Categories
    Financial Planning Consultants, Life Insurance, Retirement Planning Services, Investment Advisory Services, Estate Planning and Management, Debt Repayment Plans, Medicare Supplements, Debt Relief Education, Medicare, Long Term Care Insurance, Employee Benefit Consultants, Medicare Advantages, College Savings Plans, Wealth Management

    Latest Reviews

    • John L

      "Kevin GREMOVEDwas my agent. He did a fantastic job and gave me confidence in my decisions." ... Read full review

    • Alison M

      "Scott Fajnor was very helpful and attentive to our distinct needs."

    • Valerie B

      "Suzanne HREMOVEDhas been taking care of our insurance and financial needs for several years. I don’t know what we would do without her." ... Read full review

    View all Reviews

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