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

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

Mark P. Tolan, a seasoned Private Wealth Advisor, serves clients at the Ameriprise Financial Services, LLC office located at 530 W Bonita Ave, San Dimas, CA 91773, United States. With a strong commitment to helping clients achieve their financial goals, Tolan offers a comprehensive range of services tailored to meet the unique needs of each client.

Main Services

• Financial Planning: Tolan works closely with clients to create personalized financial plans that align with their lifestyle, future goals, and risk tolerance. This process involves analyzing clients' current financial situation, identifying their short-term and long-term objectives, and developing strategies to help them achieve their goals.
• Investment Management: Tolan offers investment services designed to help clients grow their wealth and preserve their assets. He provides guidance on investment strategies, portfolio construction, and ongoing management to help clients navigate various market conditions.
• Retirement Planning: Tolan assists clients in planning for retirement by helping them understand their retirement needs, optimizing their retirement savings, and developing strategies to generate income during retirement.
• Estate Planning: Tolan works with clients to develop estate plans that protect their assets and ensure a smooth transfer of wealth to their beneficiaries. He helps clients understand the estate planning process, including the creation of wills, trusts, and other essential documents.

Location and Access

The Ameriprise Financial Services, LLC office is conveniently located in San Dimas, a city in the San Gabriel Valley region of Los Angeles County, California. The office is situated in the heart of the city, near the intersection of Bonita Avenue and San Dimas Canyon Road, making it easily accessible from major thoroughfares such as the Foothill Freeway (I-210) and the San Bernardino Freeway (I-10).

Public transportation is available nearby, with the San Dimas Station of the Metrolink railway line located approximately 1.5 miles south of the office. Several bus routes also serve the area, providing convenient access to the office for clients who prefer to use public transportation.

For clients who drive, the office offers ample parking, including a wheelchair-accessible parking spot. The office is also wheelchair-accessible, with a ramp leading to the entrance and accessible seating inside the office.

Featured Characteristics

• Expertise and Experience: Mark P. Tolan has been in the financial services industry for over three decades, providing him with extensive knowledge and experience in financial planning, investment management, and wealth preservation.
• Client-Centered Approach: Tolan takes a personalized approach to financial planning, focusing on each client's unique needs, goals, and circumstances. He works closely with clients to develop tailored strategies that help them achieve their financial objectives.
• Continuous Learning and Development: Tolan stays up-to-date with the latest financial trends, market conditions, and best practices in the industry. He holds several professional designations, including the Chartered Retirement Planning Counselor (CRPC) and the Accredited Asset Management Specialist (AAMS) designations, demonstrating his commitment to continuous learning and professional development.

Practical Information

• Address: 530 W Bonita Ave, San Dimas, CA 91773, United States
• Phone: 909-394-0409
• Website: ameripriseadvisors.com
• Office Hours: Monday - Friday, 9:00 AM - 5:00 PM (by appointment only)
• Appointments: Recommended; clients can schedule online or by phone

Positive Aspects from Client Reviews

Mark P. Tolan's clients have consistently praised his expertise, professionalism, and commitment to helping them achieve their financial goals. Some of the positive aspects mentioned in client reviews include:

• Expertise and Knowledge: Clients appreciate Tolan's deep understanding of financial markets and investment strategies, as well as his ability to provide tailored advice that aligns with their unique needs and goals.
• Personalized Service: Tolan's clients value his personalized approach to financial planning, where he takes the time to understand their individual circumstances and develop customized plans to help them achieve their objectives.
• Excellent Communication: Clients praise Tolan's clear and concise communication style, as well as his ability to explain complex financial concepts in an easy-to-understand manner.
• Strong Client Relationships: Many clients have worked with Tolan for extended periods, highlighting the strong, long-lasting relationships he builds with his clients and his commitment to helping them achieve their financial goals over time.

Mark P. Tolan's reviews demonstrate his dedication to providing exceptional service and tailored financial solutions to his clients, helping them navigate various market conditions and life events to 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