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American Legacy Solutions

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Overview

$1,000+

Min Project Size

50 - 249

Employees

2014

Year Founded

ABOUT AMERICAN LEGACY SOLUTIONS

Helping People Plan, Prepare, and Prosper

We begin by attentive listening. We provide information on the various stages and issues you may face in life. After that, we dedicate time to discover the best solution tailored to your specific needs.
LANGUAGES SPOKEN
English
HIGHLIGHTS

$1,000+

Min Project Size

50 - 249

Employees

2014

Year Founded

Services
Focus
Industries
Clients
Services Provided
60% Financial Planning
40% Estate Planning Services

About the Team

OUR STORY
American Legacy Solutions is a client-first brokerage firm committed to helping individuals and families secure their financial future through personalized education and comprehensive planning. Founded and led by experienced partners including Jayson Cohen, Jessica Jones, and Scott Fajnor, the firm upholds core values centered on empowering clients, community investment, simplifying finance, and passionate service. With offices across multiple states including California, Missouri, and Arizona, they emphasize building trust through attentive listening and tailored solutions. Their tax advisors provide flexible consultations, leveraging technology to serve clients securely and conveniently. Driven by a vision to harness technology for remarkable achievements, American Legacy Solutions stands as a dedicated partner for financial security and growth, fostering results with integrity and a client-focused approach.

Projects & Clients

Project Size & Rate
Minimum Project Size

$1,000+

Locations

Headquarters

5808 Telephone Road

Ventura, California, United States 93003
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