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 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 himself as a trusted expert in providing personalized financial guidance to his clients.

Main Services

• Financial planning: Mark offers comprehensive financial planning services, including retirement planning, estate planning, and tax planning.
• Investment services: He provides investment advice and portfolio management services to help clients achieve their financial goals.
• Retirement planning: Mark helps clients create a sustainable income stream in retirement through various investment and insurance strategies.
• Investment management: He offers investment management services, including asset allocation and portfolio rebalancing.
• Business planning: Mark provides business planning services to help entrepreneurs and business owners achieve their business goals.
• Tax planning: He offers tax planning services to help clients minimize their tax liability and maximize their after-tax returns.

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 in the wheelchair-accessible car park. The office is also wheelchair-accessible, with seating and amenities for clients with disabilities.

The office is located in the heart of San Dimas, a suburb of Los Angeles, and is within walking distance of local amenities, including restaurants, shops, and community facilities. The nearest public transportation options include bus and train services, which connect to major cities in the region.

Featured Characteristics

* Expertise: Mark P Tolan has over three decades of experience in the financial industry, with a proven track record of delivering exceptional results for his clients.
* Personalized service: Mark takes a personalized approach to financial planning, working closely with each client to understand their unique needs and goals.
* Comprehensive services: Mark offers a wide range of financial services, including financial planning, investment services, retirement planning, and business planning.
* Convenient location: The office is conveniently located in San Dimas, with ample parking and wheelchair accessibility.
* Online appointments: Mark offers online appointments for clients who prefer to plan their meetings remotely.

Practical Information

* Address: 530 W Bonita Ave, San Dimas, CA 91773, United States
* Phone: 909-394-0409
* Website: ameripriseadvisors.com
* 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 from his clients, based on 3 reviews on Google My Business. Clients have praised Mark's expertise, personalized service, and comprehensive services.

"I have been a client since 1992 and cannot say enough about the expertise of Mark Tolan," says one client. "My returns have always been above standard. You have to participate in the process.not just sit back and let someone else do it."

👍 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