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Business Profile

Financial Planning Consultants

American Legacy Solutions

Reviews

This profile includes reviews for American Legacy Solutions's headquarters and its corporate-owned locations. To view all corporate locations, see

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American Legacy Solutions has 4 locations, listed below.

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    Customer Review Ratings

    4/5 stars

    Average of 12 Customer Reviews

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    Review Details

    • Review fromTerri P

      Date: 12/02/2024

      5 stars

      Terri P

      Date: 12/02/2024

      Working with American Legacy has been amazing. I was skeptical at first as I did not know what to expect. But since they work with so many carriers it has been a easy. If I have any questions they can always help. If one of my retirement accounts is not working to it full potential it is easy for them to find me a better one. Thank you for all your hard work!!

      American Legacy Solutions

      Date: 12/04/2024

      Thank you T****, we love what we do and having good clients like you helps.
    • Review fromkarl m

      Date: 08/28/2024

      1 star
      They called my grandfather saying they were from Medicare. They sent a person to his house saying he represented medicare. He showed up an hour late. When I said my grandfather was out he was ready to leave immediately without explanation, I had to ask who he was and what he represented. I asked for a card and found this. I suspect as others do that this company is preying on elderly folk. As another reviewer mentioned, the second sentence in their company values statement reads “We are honest and straightforward.” The interactions I had do not support that statement, and I would not trust these people with any of your personal identity information.
    • Review fromMcKenzie C

      Date: 03/05/2024

      5 stars
      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 fromTimothy H

      Date: 03/05/2024

      5 stars
      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 fromBetty A

      Date: 05/02/2023

      5 stars
      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 fromAnn G

      Date: 04/03/2023

      1 star
      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 fromMaryann T.

      Date: 01/26/2023

      1 star
      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 fromKristen S

      Date: 10/24/2022

      5 stars
      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 fromRebecca G

      Date: 10/17/2022

      5 stars

      Rebecca G

      Date: 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

      Date: 10/18/2022

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

      Date: 10/17/2022

      5 stars

      Lauren S

      Date: 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

      Date: 10/18/2022

      We appreciate the kind words and you trusting us.

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