American Legacy Solutions: Your
Partner for a Secure Future
With a passion for technology and a commitment to excellence, we empower businesses to thrive in the digital landscape.
Values & Culture
We hold ourselves to high standards
American Legacy Solutions is a client-first brokerage firm dedicated to helping individuals and families achieve their financial goals through education, personalized service, and comprehensive financial planning.
At the heart of our vision is a future where businesses harness the power of technology to achieve remarkable feats.
American Legacy Solutions operates based on four core value pillars: empowering clients through education, protecting & investing in our community, simplifying complex finance principles, and doing it all with passion and a smile.
Commitment
Get to Know Our Leadership Team
Want to learn more about the dedicated individuals behind American Legacy Solutions?
Discover the inspiring stories and expertise of our leadership team. They are committed to guiding you towards a secure financial future.
Jayson Cohen
Founder / CEO
Jessica Jones
Senior Partner & Financial Advisor
Scott Fajnor
Senior Partner
Why Choose Us
Building trust through results and integrity
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.
Our tax advisors handle consultations and legal work by phone, email, and our secure client portal.
- Office
- Satellite Office
Location Details
Address: 1506 Eugenia Building B
Carpinteria, CA 93013
Phone: 805-684-6480
Email: Information@alegacys.com
Address: 4193 Flat Rock Rd STE 200
Riverside, CA 92505
Phone: 855-Legacy5
Email: Information@alegacys.com
Address: 5808 Telephone Rd, #200
Ventura, CA 93003
Phone: 855-Legacy5
Email: Information@alegacys.com
Phone: 855-Legacy5
Email: Information@alegacys.com
Phone: 855-Legacy5
Email: Information@alegacys.com
Phone: 855-Legacy5
Email: Information@alegacys.com
Address: 25350 Magic Mountain Pkwy,
Suite 300 Valencia, CA 91355
Phone: 855-Legacy5
Email: Information@alegacys.com
Address: 44315 Lowtree
Ave Lancaster, CA 93534
Phone: 855-Legacy5
Email: Information@alegacys.com
Address: 1509 W. Cameron Ave Suite 210, West Covina, Ca 91790
Phone: 855-Legacy5
Email: Information@alegacys.com
Locations
We have offices across the country ready to help.
- Carpinteria, CA
- Hamilton, MO
- Lancaster, CA
- Phoenix, AZ
- Riverside, CA
- Sacramento, CA
- Valencia, CA
- Ventura, CA (HQ)
- West Covina, CA
Coming Soon: San Luis Obispo CA, San Diego CA, Agoura Hills CA, Denver CO
Charities we
support
Discover the charities we support and the positive impact we make together.
Salvation Army
Downtown Ventura Lions Club
Lions International
Foothill Little League
District 63 (little league)
