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

Mark P Tolan: Comprehensive Financial Planning and Investment Services in San Dimas, CA

Mark P. Tolan, a seasoned Private Wealth Advisor, brings his extensive experience and expertise to clients in San Dimas, CA, through Ameriprise Financial Services, LLC. With a commitment to personalized service and a holistic approach to wealth management, Mark Tolan is dedicated to helping his clients achieve their financial goals.

Main Services

• Financial Planning: Mark Tolan works closely with clients to understand their unique financial situations, goals, and concerns. He then develops comprehensive financial plans that address their specific needs, including retirement planning, college savings, estate planning, and more.
• Investment Management: With a deep understanding of the market and a commitment to staying updated on the latest trends, Mark Tolan provides tailored investment strategies. He offers investment services for individuals, families, and businesses, always keeping clients' best interests in mind.
• Retirement Planning: Mark Tolan helps clients prepare for a comfortable retirement by creating personalized retirement plans. He considers factors such as income needs, expected retirement age, and life expectancy to create strategies that maximize clients' retirement savings.
• Estate Planning: Mark Tolan assists clients in creating estate plans that protect their assets and ensure a smooth transition of wealth to their beneficiaries. He works with clients to understand their wishes and provides guidance on wills, trusts, and other estate planning tools.

Location and Access

Mark P. Tolan's office is conveniently located at 530 W Bonita Ave, San Dimas, CA 91773, United States. This prime location in the heart of San Dimas makes it easily accessible for clients from nearby areas.

For clients who prefer not to travel, Mark Tolan offers online appointments to ensure that his services remain accessible. Additionally, on-site services are available for clients who wish to meet in person. The office is wheelchair-accessible, with a dedicated parking space and seating area for clients with mobility issues. Restrooms are also available on-site.

Featured Characteristics

• Personalized Service: Mark Tolan takes the time to understand each client's unique financial situation and goals. He then develops customized strategies that best suit their needs and preferences.
• Holistic Approach: Mark Tolan considers all aspects of a client's financial life when creating a plan. He believes in addressing short-term needs while also planning for long-term goals and potential life changes.
• Comprehensive Financial Education: Mark Tolan is committed to educating his clients about their financial plans and investment strategies. He believes that understanding the underlying principles is crucial for making informed decisions and achieving financial success.

Practical Information

• Contact Information:
  • Address: 530 W Bonita Ave, San Dimas, CA 91773, United States
  • Phone: 909-394-0409
  • Website: ameripriseadvisors.com
• Business Hours: Monday to Friday, 9:00 AM to 5:00 PM (Appointment recommended)
• Specialties: Financial planning, Investment services

Positive Aspects Mentioned in Client Reviews

Mark Tolan's clients have praised his expertise and the results they have achieved under his guidance. A client who has been with Mark Tolan since 1992 shared that their returns have always been above standard, highlighting Mark Tolan's ability to deliver strong performance. The client also appreciated Mark Tolan's collaborative approach, emphasizing the importance of participating in the financial planning process.

Another client praised Mark Tolan's professionalism and responsiveness, stating that he always returns calls and emails promptly. They also appreciated the comprehensive financial plan Mark Tolan prepared for them, which addressed their short-term needs while also planning for long-term goals.

Mark Tolan's commitment to providing personalized service and delivering results has earned him an average rating of 3.7/5 on Google My Business, with 3 reviews. His clients consistently praise his expertise, professionalism, and dedication to helping them achieve their financial goals.

👍 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