AGE Financial Services

AGE Financial Services is a Financial Planner in San Dimas, CA, located at 433 W Allen Ave suite 104. The firm provides tax preparation, retirement planning, wealth building, and estate planning services. It serves individual income taxpayers, sole proprietors, and corporate or estate entities.

Services include preparing federal and state income tax returns, reviewing and analyzing income and expenses, and amending tax returns. The firm offers tax consulting services over the phone and in person. For retirement and wealth building, AGE Financial Services assists with 401(K) rollovers, IRAs, and SEP IRAs. It implements strategies using the current tax code to help clients manage cash flow and build wealth.

Insurance and protection offerings include annuities, life insurance (term, permanent, and return of premium), and final expense policies. The firm also helps establish business entities such as LLCs, S-corps, and C-corps. Through a partnership with a mortgage company, it assists with conventional loan programs, VA streamlines, FHA products, and refinances or purchases. Additionally, the firm provides services regarding wills and trusts to assist with estate planning and probate avoidance.

AGE Financial Services holds a 5.00 rating based on customer reviews.

AGE Financial Services sits on W Allen Ave in San Dimas, CA, just about a tenth of a mile from the Foothill Freeway. The office is also near West Baseline Road and West Gladstone Street, both roughly three tenths of a mile away.

BizScoreAI awards the business a Discoverability score of 100 out of 100, ensuring AI crawlers can find every page so assistants can recommend the firm. A Technical score of 94 out of 100 confirms the website is secure and readable for search engines. The business ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in San Dimas.