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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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    • American Legacy Solutions

      5808 Telephone Rd Fl 2 Ventura, CA 93003-5330

      BBB Accredited Business
    • American Legacy Solutions

      null Santa Clarita, CA 91355

    • American Legacy Solutions

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

    • American Legacy Solutions

      2741 Hamner Ave., Suite 207 Norco, CA 92860

      BBB Accredited Business

    Customer ReviewsforAmerican Legacy Solutions

    Financial Planning Consultants
    Multi Location Business
    View Business profile
    View Business profileBBB accredited business

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    11 Customer Reviews

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    • Review from McKenzie C

      5 stars

      03/05/2024

      Working with my agent at Legacy was an amazing experience, they are so knowledgeable. I feel super confident in retiring and enjoy my grandkids/family. Thank you for all you have done for me.
    • Review from Timothy H

      5 stars

      03/05/2024

      I have worked with this company for years. They have been a huge help with all of my retirement and healthcare concerns. I highly recommend them.
    • Review from Betty A

      5 stars

      05/02/2023

      I have been in this industry for 10 plus years and worked for a couple of companies. When I found American Legacy Solutions, I was so surprised. Surprised with the way they built the company. I had not seen a company that was so consumer focused, ground in ethics and morals. With the ability to represent over 200 carriers they have access to information from all carriers. This allows me as an agent to help my clients with everything, including policies they have in-force(even if I didn't write the contract). With their reach of helping I can not protect everything from my clients health to their wealth. I highly recommend them to anyone and everyone!
    • Review from 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.
    • Review from Maryann T.

      1 star

      01/26/2023

      The company called my mother saying they were from Medicare and wanted to make an appointment to talk with her about her medicine, over the phone. They sent a person to her house saying he represented medicare. He did not disclose he was a broker. I believe they are preying on the elderly. The second sentence in their company values statement reads “We are honest and straightforward.”, couldn’t be farther from the truth. BEWARE.
    • Review from Kristen S

      5 stars

      10/24/2022

      The service at the company was amazing. I have worked with many people over the years when it came to my insurance and didn't know what I was missing until I worked with American Legacy Solutions.
    • Review from Rebecca G

      5 stars

      10/17/2022

      I asked . They listened. J***** and his team made my decision making process one that I am very happy with. I owe them a debt of gratitude. Thank you so much American Legacy Solutions.

      American Legacy Solutions Response

      10/18/2022

      Thank you R****** for the kind works. We are grateful for the opportunity to help you.
    • Review from Lauren S

      5 stars

      10/17/2022

      I grew up in the insurance industry with my grandfather owning an agency that was built on family values. When I moved to a new area, for the first time in my life had to find a new agency to handle my insurance needs. I came across American Legacy Solutions and could not be happier. They have taken care of everything from my Health to my Retirement planning. I feel like I still work with my family. Thank you very much.

      American Legacy Solutions Response

      10/18/2022

      We appreciate the kind words and you trusting us.
    • Review from Terri C

      5 stars

      06/22/2022

      This business is just what I was looking for to help my 86 year old mother and myself with our Medicare options. They took the time to understand our whole situation before recommending any option. To our surprise they also helped us find the best interest rate for our Investments in the market. Great organizations.

      American Legacy Solutions Response

      06/23/2022

      T****, Thank you for the kind words. It is our honor to have you and your mother as clients.
    • Review from Lauren S

      5 stars

      06/22/2022

      I have worked with many Insurance organizations. Once I found American Legacy Solutions I will never work with another one again. Thank you for all the help, with my healthcare and retirement planning.

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