AGE Financial Services

AGE Financial Services is a financial planner in San Dimas, California, offering comprehensive tax preparation, retirement planning, life insurance guidance, 401(k) rollovers, annuities, estate planning through wills and trusts, and mortgage lending services. The firm serves individuals and families across San Dimas and surrounding communities, helping clients reduce tax burdens through strategic planning and implement long-term financial security. With a perfect 5.00 rating, the business is recognized for its client-focused approach and expertise in tax and wealth preservation. Their services include preparing federal and state returns, analyzing income and expenses, amending filings, and providing in-person and phone consultations. They also assist clients in selecting life insurance policies that deliver maximum coverage at minimal cost, having collectively helped families secure hundreds of millions in protection.

AGE Financial Services emphasizes education and empowerment, using current tax codes to help clients build wealth through strategies that exempt cash flow from federal income taxes. The firm partners with leading companies in life insurance and income protection, ensuring clients access top-tier products. They offer specialized support with retirement accounts such as IRAs, SEP IRAs, and 401(k) rollovers, and assist in establishing optimal business entities like LLCs and S-corps. Their mortgage lending services include conventional, FHA, VA, and refinancing options, with a focus on securing competitive rates and avoiding costly tax pitfalls.

Located at 433 W Allen Ave Suite 104 in San Dimas, the business sits just a short drive from the Foothill Freeway, with West Baseline Road, West Gladstone Street, and Way Hill nearby. It is also within a half-mile of Chaparral High School and Arma J Shull Elementary School, placing it in a well-connected, family-oriented neighborhood.

The firm stands out for its well-documented online presence and a website optimized for clarity and search engine readability, reflecting a strong commitment to transparency and accessibility. Clients benefit from a business that combines deep expertise with a structured, client-centered approach.

AGE Financial Services is a trusted financial partner in San Dimas, helping residents secure their futures through expert planning and personalized service.