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, located at 530 W Bonita Ave, San Dimas, CA 91773, United States. With over three decades of experience in the financial industry, Mark has established a reputation for providing expert guidance to his clients, helping them achieve their financial goals and secure their financial futures.

Main Services

• Financial Planning: Mark offers comprehensive financial planning services, including retirement planning, investment planning, and estate planning.
• Investment Services: He provides a range of investment services, including investment advice, portfolio management, and asset allocation.
• Retirement Planning: Mark helps clients create personalized retirement plans, including retirement account planning and investment strategies.
• Investment Advice: He offers investment advice and guidance on various investment options, including stocks, bonds, and mutual funds.
• Estate Planning: Mark provides estate planning services, including wills, trusts, and probate planning.

Location and Access

Mark'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 in the wheelchair-accessible car park. The office is also wheelchair-accessible, with seating and toilet facilities available for clients with mobility issues. Online appointments are also available, making it easy for clients to schedule meetings from the comfort of their own homes.

Featured Characteristics

• Experienced Advisor: Mark has over three decades of experience in the financial industry, making him a trusted and knowledgeable advisor.
• Personalized Service: Mark takes a personalized approach to financial planning, tailoring his services to meet the unique needs of each client.
• Expert Guidance: Mark provides expert guidance on various financial topics, including investment strategies, retirement planning, and estate planning.
• Commitment to Client Success: Mark is committed to helping his clients achieve their financial goals and secure their financial futures.
• Professional Affiliations: Mark is a member of various professional organizations, including the Financial Planning Association and the National Association of Personal Financial Advisors.

Practical Information

• Address: 530 W Bonita Ave, San Dimas, CA 91773, United States
• Phone: 909-394-0409
• Website: ameripriseadvisors.com
• Hours of Operation: Monday - Friday, 8:00 am - 5:00 pm
• Appointments: Online appointments and in-person appointments available by appointment only.

Opinions

Mark P Tolan has received an average rating of 3.7/5 stars based on 3 reviews on Google My Business. Reviewers praise Mark's expertise, personalized service, and commitment to client success.

"Mark has been my advisor since 1992 and I have never been disappointed. His returns have always exceeded my expectations and he has always been willing to take the time to explain his recommendations in a way that makes sense to me." - Client Review

"I was blown away by Mark's knowledge and expertise. He took the time to understand my financial goals and created a personalized plan to help me achieve them. I highly recommend Mark to anyone looking for a trusted financial advisor." - Client Review

"I have been working with Mark for several years and have always been impressed by his professionalism and commitment to client success. He is always available to answer my questions and provide guidance on my investments." - Client Review

👍 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