American Legacy Solutions

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1506 Brookhollow Dr
Santa Ana, CA 92705
http://www.alegacys.com

American Legacy Solutions, based in Santa Ana, CA, specializes in providing expert financial planning services to help individuals plan, prepare, and prosper in retirement. With a commitment to educating clients and a focus on accessibility through a multilingual staff, the company offers a comprehensive range of financial services, including debt management, estate planning, healthcare, and wealth management.

Recognized for their client-first approach, American Legacy Solutions prides itself on tailoring financial strategies to meet the unique needs of each client. Their extensive network of over 300 carriers ensures that clients receive the best coverage options at competitive prices, while ongoing support and community involvement enhance the overall client experience.

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1.01 reviews
Mimi L.
10/28/2022

I originally spoke to them about Medicare part D. But then we got to talking about long term care stuff and the agent said he had the perfect plan for me since I had lost a ton this year due to...

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United States›California›Santa Ana›American Legacy Solutions