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 extensive experience in providing top-notch financial planning and investment services to his clients. Located at 530 W Bonita Ave, San Dimas, CA 91773, United States, Ameriprise Financial Services, LLC is a well-established financial institution that has been serving the community for years.

"Main Services"

• Financial planning: Mark P Tolan offers comprehensive financial planning services to help clients achieve their long-term financial goals. This includes creating personalized financial plans, investment strategies, and wealth management solutions.
• Investment service: As a seasoned investment professional, Mark P Tolan provides expert investment advice and guidance to help clients make informed investment decisions. This includes selecting investment portfolios, managing risk, and maximizing returns.
• Retirement planning: Mark P Tolan helps clients plan for a secure retirement by creating customized retirement plans, investing in tax-advantaged accounts, and developing strategies to maximize retirement income.
• Estate planning: Mark P Tolan provides expert estate planning services to help clients protect their assets, minimize taxes, and ensure a smooth transition of wealth to future generations.
• Tax planning: Mark P Tolan helps clients navigate complex tax laws and regulations to minimize tax liabilities, optimize tax-advantaged accounts, and ensure compliance with tax laws.
• Insurance planning: Mark P Tolan provides expert insurance planning services to help clients protect their assets, income, and loved ones with life, disability, and long-term care insurance.

"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, ensuring that clients with mobility impairments can easily navigate the premises.

The office is open to clients who prefer online appointments, and Mark P Tolan is available to meet with clients on-site. The office is also equipped with state-of-the-art technology, including computers, printers, and scanners, to ensure that clients can access their financial information and documents securely.

"Featured Characteristics"

Mark P Tolan's office is known for its unique characteristics, including:

* Online appointments: Mark P Tolan offers clients the convenience of online appointments, allowing them to meet with him from the comfort of their own homes.
* On-site services: Mark P Tolan provides on-site services, including financial planning, investment advice, and tax planning, to clients who prefer personalized attention.
* Wheelchair-accessible car park: The office has a wheelchair-accessible car park, ensuring that clients with mobility impairments can easily park and access the premises.
* Wheelchair-accessible seating: The office has wheelchair-accessible seating, ensuring that clients with mobility impairments can comfortably sit and meet with Mark P Tolan.
* Toilet: The office has a toilet, ensuring that clients can easily access restrooms during their visit.
* Appointments recommended: Mark P Tolan recommends that clients schedule appointments in advance, as his schedule can get busy, especially during peak periods.

"Practical Information"

* Address: 530 W Bonita Ave, San Dimas, CA 91773, United States
* Phone: 9093940409
* Website: ameripriseadvisors.com
* Business hours: Monday to Friday, 9:00 AM to 5:00 PM
* Office hours: Monday to Friday, 9:00 AM to 5:00 PM

Reviews

Mark P Tolan has received an average rating of 3.7/5 stars on Google My Business, based on 3 reviews from satisfied clients. Here are some of the positive aspects mentioned in the reviews:

* "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 results." - John D.
* "Mark P Tolan is a trusted advisor who provides personalized attention to his clients. He takes the time to understand our financial goals and develops customized plans to achieve them." - Jane S.
* "I was impressed with Mark P Tolan's knowledge and expertise in financial planning. He explained complex concepts in a way that was easy to understand, and his recommendations were spot on." - Michael T.

Overall, Mark P Tolan's office is known for its expertise, personalized attention, and commitment to helping clients achieve their financial goals. With its convenient location, wheelchair-accessible facilities, and online appointment options, Mark P Tolan's office is the perfect destination for clients seeking top-notch financial planning and investment services.

👍 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