Ventura, CA - American Legacy Solutions

About Us

Helping People in Ventura, California Plan, Prepare, and Prosper in Retirement.

America Legacy Solutions is a leading financial management and planning services business serving customers across Ventura and beyond.

We deliver comprehensive financial solutions built on decades of proven expertise.

When in need of the best financial solutions backed by decades of proven experience, visit our Ventura office or call us to schedule an appointment.

Our Services

From Custom Life Insurance to Debt Management Strategies to Education Funding Planning to Legacy Preservation Planning, we have the proven experience to assist our customers in Ventura. 

If you’re seeking a trusted advisor for Estate Planning, Healthcare Insurance Guidance, or Wealth Management Services don’t hesitate to contact us.

We’re also experts are Medicare Advantage plans, so be sure to contact us regarding your Medicare Advantage questions and needs.

Ventura, CA Location Details

Ventura is a California coastal city, northwest of Los Angeles. It’s known for its beaches, like San Buenaventura State Beach, with long, wooden Ventura Pier. Surfer’s Point is popular for surfing and windsurfing. Landmarks on downtown’s Main Street include the Mission San Buenaventura, with its 1809 church. Boats depart Ventura Harbor for Channel Islands National Park, a habitat for rare island foxes and scrub jays.

Address: 5808 Telephone Rd, #200
Ventura, CA 93003
Phone: 855-Legacy5
Email: [email protected]