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 distinguished Private Wealth Advisor, brings his expertise and personalized approach to financial planning and investment services at Ameriprise Financial Services, LLC, situated at 530 W Bonita Ave in San Dimas, California. With a commitment to helping clients achieve their financial goals, Tolan and his team offer a comprehensive range of services tailored to each client's unique needs and circumstances.

Main Services

• Financial Planning: Tolan's approach to financial planning is holistic and comprehensive, addressing clients' short-term needs and long-term objectives. Services include retirement planning, tax planning, estate planning, and more.
• Investment Services: Tolan and his team offer a wide array of investment services, including investment management, retirement investing, and college savings plans. They provide personalized portfolio management, using a variety of investment strategies to help clients grow and protect their assets.
• Retirement Planning: With a focus on preparing clients for a comfortable retirement, Tolan helps clients create and implement retirement plans, addressing factors such as income replacement, healthcare costs, and legacy planning.
• Estate Planning: Tolan works with clients to develop estate plans that protect their assets and ensure they are distributed according to their wishes. Services include will preparation, trust creation, and strategies for minimizing estate taxes.

Location and Access

The Ameriprise Financial Services office of Mark P Tolan is conveniently located at 530 W Bonita Ave, San Dimas, CA 91773, in the heart of San Dimas' business district. The office is easily accessible from major roads such as the 57 Freeway and the 210 Freeway. The surrounding area offers a mix of residential and commercial properties, with numerous shops, restaurants, and parks nearby.

For those relying on public transportation, the San Dimas Metrolink Station is just a short drive away, providing access to the Los Angeles Metro system. Additionally, several bus routes operated by Omnitrans serve the area, making it easy for clients to reach the office.

Parking is available on-site, with designated spaces for clients. The office is wheelchair-accessible, with a ramp leading to the entrance and a wheelchair-accessible restroom available on the premises.

Featured Characteristics

• Expertise and Experience: Mark P Tolan has been serving clients in the San Dimas area for over three decades, bringing a wealth of knowledge and experience to the table. He is a CERTIFIED FINANCIAL PLANNER™ professional, demonstrating his commitment to the highest standards of professional competence and ethical practice.
• Personalized Approach: Tolan and his team take the time to understand each client's unique financial situation, goals, and concerns. They then create customized strategies that address these factors and evolve as clients' lives change.
• Client-Centric Philosophy: Ameriprise Financial Services, LLC, emphasizes a client-centric approach, putting clients' needs first and building long-lasting, trusted relationships. This commitment to exceptional service is reflected in the positive reviews the firm has received.

Practical Information

• Hours of Operation: The office is open Monday through Friday, from 9:00 AM to 5:00 PM. However, Tolan and his team are available by appointment outside of these hours to accommodate clients' schedules.
• Appointment Scheduling: The office offers online appointment scheduling, making it easy for clients to book consultations at their convenience. On-site services are also available for clients who prefer to meet in person.
• Contact Information: To get in touch with Mark P Tolan and his team, clients can call the office at 909-394-0409 or visit the website at ameripriseadvisors.com.

Positive Aspects from Reviews

With an average rating of 3.7/5 from 3 reviews on Google My Business, clients have praised Mark P Tolan and his team for their professionalism, expertise, and personalized service. One long-time client highlighted Tolan's above-standard returns and his commitment to keeping clients involved in the investment process. Another client appreciated the team's responsiveness and the time they took to explain complex financial concepts. These positive aspects demonstrate Tolan's dedication to helping clients achieve their financial goals and providing exceptional service.

👍 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