Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC - San Dimas, California

Mark P. Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC

Mark P. Tolan is a seasoned Private Wealth Advisor at Ameriprise Financial Services, LLC, with over two decades of experience in guiding high net worth individuals and families in achieving their financial goals. Located at 530 W Bonita Ave, San Dimas, CA 91773, United States, Tolan's office is easily accessible, with ample parking options available for clients and visitors.

Main Services

• Financial Planning: Mark P. Tolan offers comprehensive financial planning services, including retirement planning, estate planning, and investment planning.
• Investment Services: Tolan provides a range of investment services, including portfolio management, investment advice, and wealth management.
• Retirement Planning: Tolan helps clients create customized retirement plans, ensuring they have a secure financial future in their golden years.
• Investment Management: Tolan offers investment management services, including portfolio diversification, risk management, and tax-efficient investing.
• Estate Planning: Tolan provides estate planning services, including wills, trusts, and powers of attorney.
• Tax Planning: Tolan offers tax planning services, including tax planning, tax optimization, and tax compliance.

Location and Access

Mark P. Tolan's office is conveniently located at 530 W Bonita Ave, San Dimas, CA 91773, United States. The office is easily accessible by car, with ample parking options available. The office is also wheelchair-accessible, with features such as a wheelchair-accessible car park and wheelchair-accessible seating.

In addition to on-site services, Tolan also offers online appointments, making it convenient for clients to schedule meetings and consultations from the comfort of their own homes.

Featured Characteristics

* Wheelchair-accessible car park
* Wheelchair-accessible seating
* Toilet
* Online appointments
* On-site services

Practical Information

* Address: 530 W Bonita Ave, San Dimas, CA 91773, United States
* Phone: 9093940409
* Website: ameripriseadvisors.com
* Hours of Operation: Not specified
* Appointments Recommended: Yes

Customer Reviews

Mark P. Tolan has received excellent reviews from his clients. One client, who has been working with Tolan since 1992, stated, "I have been a client since 1992 and cannot say enough about the expertise of Mark Tolan. My returns have always been above standard. You have to participate in the process.not just sit back and wait for things to happen."

Another client praised Tolan's ability to listen and understand their needs, stating, "Mark P. Tolan took the time to listen to my concerns and created a personalized plan that met my needs. I highly recommend him to anyone looking for a trusted financial advisor."

Overall, Mark P. Tolan's clients have praised his expertise, personalized service, and ability to deliver exceptional results.

Positive Aspects from Reviews

* Expertise: Tolan's clients have praised his expertise and ability to deliver exceptional results.
* Personalized Service: Tolan's clients have praised his ability to listen and understand their needs, creating personalized plans that meet their unique requirements.
* Consistent Results: Tolan's clients have reported consistently achieving above-standard returns, demonstrating his ability to deliver results.
* Trustworthiness: Tolan's clients have praised his trustworthiness and reliability, stating that they feel confident in his ability to manage their finances.
* Communication: Tolan's clients have praised his excellent communication skills, stating that he keeps them informed and up-to-date on their financial progress.

👍 Reviews of Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC

Larrian G.

5/5

I have been a client since 1992 and cannot say enough about the expertise of Mark Tolan. My returns have always been above standard. You have to participate in the process...not sit back and expect miracles. The firm is knowledgeable, courteous, professional and doesn't churn accounts. I feel fortunate to have found Mark so many years ago, enabling me to take early retirement.

Judy M.

1/5

My 10 year rate of return was 1.73% Enough said.

Ivan A.

5/5