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, a seasoned private wealth advisor, is based at Ameriprise Financial Services, LLC, located at 530 W Bonita Ave, San Dimas, CA 91773, United States. With a commitment to helping clients achieve their financial goals, Tolan offers a comprehensive range of services, focusing on financial planning and investment services.

Main Services

• Financial Planning: Tolan works closely with clients to understand their unique financial situation and objectives. He then develops personalized strategies to help them grow, protect, and preserve their wealth. This holistic approach covers various aspects, including retirement planning, estate planning, tax planning, and more.
• Investment Services: As a private wealth advisor, Tolan provides expert guidance on investment strategies tailored to each client's risk tolerance and investment goals. He offers access to a broad array of investment products and services, including stocks, bonds, mutual funds, and alternative investments.
• Retirement Income Planning: Tolan specializes in helping clients create sustainable retirement income streams. He helps them navigate the complexities of Social Security, pensions, and other retirement income sources to ensure a comfortable retirement.
• Estate Planning: Tolan works with clients to develop estate plans that protect their assets and provide for their loved ones. He helps them understand the implications of different estate planning strategies and guides them through the process of creating wills, trusts, and other essential documents.

Location and Access

Tolan's office is situated in the heart of San Dimas, a city known for its small-town charm and convenient location in the San Gabriel Valley. The office is easily accessible, with nearby public transportation options including the San Dimas Metrolink Station and several bus stops operated by Foothill Transit.

For those traveling by car, the office offers ample parking, including a wheelchair-accessible parking spot. The office itself is also wheelchair-accessible, with a ramp leading to the entrance and a wheelchair-accessible restroom available on-site.

Featured Characteristics

• Personalized Attention: Tolan believes in building strong, long-lasting relationships with his clients. He takes the time to understand each client's unique financial situation and provides personalized attention to help them achieve their goals.
• Comprehensive Approach: Tolan takes a holistic approach to financial planning, considering all aspects of a client's financial life. He works with clients to create integrated strategies that align with their values, goals, and circumstances.
• Experienced Guidance: With over three decades of experience in the financial services industry, Tolan brings a wealth of knowledge and expertise to his role as a private wealth advisor. He is passionate about helping clients achieve financial success and peace of mind.

Practical Information

• Address: 530 W Bonita Ave, San Dimas, CA 91773, United States
• Phone: 909-394-0409
• Website: ameripriseadvisors.com
• Office Hours: Monday - Friday, 8:30 AM - 5:00 PM (appointment recommended)
• Online Appointments: Available for client convenience

Positive Aspects from Reviews

Tolan's clients have consistently praised his expertise and dedication to their financial well-being. A long-time client 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 sit back and wait for returns to happen." This testimonial highlights Tolan's ability to deliver strong returns and his commitment to involving clients in the financial planning process.

Another client praised Tolan's personalized approach, noting, "Mark Tolan took the time to understand our financial situation and goals, and developed a plan that was tailored to our needs. He is always available to answer questions and provide guidance, and we feel confident knowing that our financial future is in capable hands." This feedback underscores Tolan's commitment to building strong relationships with his clients and providing personalized attention to each one.

With a strong focus on financial planning, investment services, and client care, Mark P Tolan at Ameriprise Financial Services, LLC offers San Dimas residents and the broader community a trusted resource for achieving their financial goals. His office, conveniently located at 530 W Bonita Ave, provides a welcoming and accessible space for clients to discuss their financial needs and aspirations.

👍 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