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 with extensive experience in providing expert financial guidance to individuals and families. Based at 530 W Bonita Ave, San Dimas, CA 91773, United States, Mark P Tolan is part of Ameriprise Financial Services, LLC, a reputable financial services company.

Main Services

• Financial Planning: Mark P Tolan offers comprehensive financial planning services, including retirement planning, estate planning, and wealth management.
• Investment Services: With a focus on investment strategy, Mark P Tolan helps clients create personalized investment plans to achieve their financial goals.
• Portfolio Management: Mark P Tolan manages client portfolios, providing ongoing monitoring and adjustments to ensure they remain aligned with clients' changing needs and goals.
• Retirement Planning: Mark P Tolan assists clients in creating retirement plans, including pension planning, Social Security optimization, and retirement income strategies.
• Estate Planning: Mark P Tolan provides estate planning services, including wills, trusts, and powers of attorney, to help clients protect their assets and ensure a smooth transition.
• Wealth Management: Mark P Tolan offers wealth management services, including investment management, tax planning, and wealth transfer planning.

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 available on-site. The office is also wheelchair accessible, with features such as wheelchair-accessible seating and a wheelchair-accessible car park.

For clients who prefer to schedule appointments from the comfort of their own homes, Mark P Tolan offers online appointments. This convenient service allows clients to schedule meetings at a time that suits them, reducing the need for commuting.

Featured Characteristics

• Expertise: Mark P Tolan has extensive experience in providing expert financial guidance to individuals and families.
• Personalized Service: Mark P Tolan takes a personalized approach to financial planning, tailoring services to meet the unique needs and goals of each client.
• Comprehensive Service: Mark P Tolan offers a comprehensive range of financial services, including financial planning, investment services, and estate planning.
• Client-Centered: Mark P Tolan puts the needs of his clients at the forefront of everything he does, providing a client-centered approach to financial planning.
• Professional Network: Mark P Tolan has a professional network of financial advisors and experts, providing access to a wide range of financial resources and expertise.

Practical Information

* Address: 530 W Bonita Ave, San Dimas, CA 91773, United States
* Phone: 9093940409
* Website: ameripriseadvisors.com
* Hours of Operation: [Insert hours of operation]
* Online Appointments: Available
* On-Site Services: Available
* Wheelchair-Accessible Car Park: Available
* Wheelchair-Accessible Seating: Available
* Toilet: Available

Opinions

Mark P Tolan has received an average rating of 3.7/5 based on 3 reviews on Google My Business. Clients have praised Mark P Tolan's expertise, personalized service, and comprehensive approach to financial planning.

"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." - Client Review

Overall, Mark P Tolan is a highly respected and experienced Private Wealth Advisor with a proven track record of delivering exceptional financial results to his clients. With his comprehensive range of services and personalized approach, Mark P Tolan is an excellent choice for individuals and families seeking expert financial guidance.

👍 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