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 two decades of experience in the financial industry, Mark has established himself as a trusted expert in providing personalized wealth management services 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, helping clients achieve their long-term financial goals.
• Retirement Planning: Mark helps clients create customized retirement plans, ensuring they have a secure financial future.
• Estate Planning: He offers estate planning services, including wills, trusts, and powers of attorney.
• Tax Planning: Mark provides tax planning services, helping clients minimize their tax liability and maximize their after-tax returns.

Location and Access

Mark P Tolan's office is located at 530 W Bonita Ave, San Dimas, CA 91773, United States. The office is easily accessible by car, with ample parking available in a wheelchair-accessible car park. The building is also wheelchair-accessible, with seating and toilet facilities available for clients with mobility impairments. Online appointments can be scheduled, making it convenient for clients to access Mark's services from the comfort of their own homes.

Featured Characteristics

• Personalized Service: Mark provides personalized service to each client, tailoring his advice and guidance to meet their unique needs and goals.
• Expertise: With over two decades of experience in the financial industry, Mark has developed a deep understanding of the complex financial landscape.
• Commitment to Excellence: Mark is committed to excellence in everything he does, ensuring that his clients receive the highest level of service and advice.
• Technology-Driven: Mark uses the latest technology to provide his clients with real-time market updates, research, and analysis.
• Client-Centric: Mark's primary focus is on his clients, and he takes a client-centric approach to ensure that their needs are met and exceeded.

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

Positive Aspects from Reviews

Mark P Tolan has received overwhelmingly positive reviews from his clients. One client, who has been working with Mark since 1992, praised his expertise, stating, "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 the money to grow."

Another client praised Mark's personalized service, stating, "Mark is a true professional and takes the time to understand my needs and goals. He is always available to answer my questions and provide guidance." Overall, Mark P Tolan's clients have praised his expertise, commitment to excellence, and personalized service, making him a trusted and respected private wealth advisor in the industry.

👍 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