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, a leading financial services firm. Located at 530 W Bonita Ave, San Dimas, CA 91773, United States, Mark has been providing expert guidance to clients for over three decades. In this article, we will delve into the services offered by Mark P Tolan, explore the features of his location, and examine the practical information that clients need to know about his practice.

Main Services

• Financial Planning: Mark provides comprehensive financial planning services, including retirement planning, investment planning, and estate planning.
• Investment Services: He offers a range of investment services, including portfolio management, investment advice, and portfolio rebalancing.
• Asset Management: Mark helps clients manage their assets, including stocks, bonds, mutual funds, and exchange-traded funds.
• Tax Planning: He provides tax planning services, including tax planning, tax optimization, and tax compliance.
• Estate Planning: Mark assists clients with estate planning, including wills, trusts, and powers of attorney.
• Retirement Planning: He helps clients plan for retirement, including creating retirement income streams and managing retirement accounts.

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 on site. The building is wheelchair-accessible, with a wheelchair-accessible car park and seating area. Online appointments are also available, making it convenient for clients to schedule meetings from the comfort of their own homes.

Featured Characteristics

• Online Appointments: Mark offers online appointments, allowing clients to schedule meetings remotely.
• On-Site Services: He provides on-site services, including financial planning, investment advice, and asset management.
• Wheelchair-Accessible Facilities: The office is wheelchair-accessible, with a wheelchair-accessible car park and seating area.
• Wheelchair-Accessible Seating: The office has wheelchair-accessible seating, ensuring that clients with mobility impairments can comfortably participate in meetings.
• Toilet Facilities: The office has toilet facilities, ensuring that clients can use the facilities during meetings.

Practical Information

• Contact Information: Phone: 9093940409, Website: ameripriseadvisors.com
• Address: 530 W Bonita Ave, San Dimas, CA 91773, United States
• Hours of Operation: Not specified
• Appointments Recommended: Yes

Opinions

Mark P Tolan has received an average rating of 3.7/5 from 3 reviews on Google My Business. Clients have praised Mark's expertise, professionalism, and ability to provide personalized guidance. One client, who has been working with Mark since 1992, stated: "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."

Analyze and extract positive aspects mentioned:

* Expertise: Mark has extensive experience and expertise in financial planning, investment services, and asset management.
* Personalized guidance: Mark provides personalized guidance to clients, helping them achieve their financial goals.
* High returns: Mark's clients have consistently achieved high returns on their investments.
* Professionalism: Mark is a professional and reliable advisor who provides high-quality service.
* Participation in the process: Mark encourages clients to participate in the planning process, ensuring that they are actively engaged in achieving their financial goals.
* Above-standard results: Mark's clients have achieved above-standard results, demonstrating his effectiveness as a financial advisor.

👍 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