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

Introduction to Mark P. Tolan, Private Wealth Advisor at Ameriprise Financial Services, LLC

Mark P. Tolan, a seasoned financial advisor, has been serving his clients at Ameriprise Financial Services, LLC for over two decades. His extensive experience and commitment to excellence have made him a trusted name in the financial planning industry, particularly in San Dimas, California.

Main Services Offered by Mark P. Tolan

• Financial Planning: Mark Tolan provides comprehensive financial planning services, tailored to each client's unique needs and goals. This includes retirement planning, investment management, and estate planning.
• Investment Services: He offers a wide range of investment services, including stocks, bonds, mutual funds, and ETFs. His approach is founded on a deep understanding of each client's risk tolerance and long-term objectives.
• Retirement Planning: Mark Tolan specializes in helping clients prepare for and navigate their retirement. He assists with strategies for income distribution, pension maximization, and wealth transfer to future generations.
• Estate Planning: He also provides expert guidance on estate planning, including trusts, wills, and beneficiary designations, to help clients protect and preserve their wealth for future generations.

Location and Accessibility

Mark P. Tolan's office is conveniently located at 530 W Bonita Ave, San Dimas, CA 91773, United States, offering easy access to clients from the surrounding areas. The office is situated near the intersection of Bonita Ave and San Dimas Canyon Rd, with nearby landmarks including the San Dimas Civic Center and the San Dimas Canyon Park.

The office is accessible via several transportation options:

• Car: The office is easily reachable by car, with nearby highways including the I-210 and SR-57.
• Public Transportation: The office is served by the Foothill Transit bus service, with the closest bus stop being the San Dimas Station.
• Parking: Ample parking is available on-site, including a wheelchair-accessible car park.

Featured Characteristics of Mark P. Tolan's Practice

• Personalized Service: Mark Tolan is known for his personalized approach to financial planning. He takes the time to understand each client's unique financial situation and goals, providing custom-tailored solutions.
• Expertise: With over 25 years of experience in the financial planning industry, Mark Tolan brings a wealth of knowledge and expertise to his practice.
• Client-Centric Approach: Mark Tolan is committed to building strong, long-lasting relationships with his clients. He is always available to answer questions and provide guidance.

Practical Information for Visiting Mark P. Tolan

• Office Hours: The office is typically open from Monday to Friday, 9:00 AM to 5:00 PM. However, appointments can be made outside these hours.
• Appointments: Appointments are recommended and can be scheduled by phone or through the Ameriprise website. Online appointments are also available.
• Accessibility: The office is wheelchair-accessible, with wheelchair-accessible seating and toilet facilities available.

Positive Aspects Mentioned in Client Reviews

• Expertise and Knowledge: Many clients have praised Mark Tolan's extensive knowledge and expertise in financial planning, highlighting his ability to provide tailored solutions that meet their unique needs.
• Personalized Approach: Several clients have commended Mark Tolan's personalized approach to financial planning, appreciating the time and effort he takes to understand their financial situations and goals.
• Excellent Communication: Clients have also praised Mark Tolan's excellent communication skills, stating that he is always available to answer questions and provide clear, easy-to-understand explanations of complex financial concepts.

👍 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