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

Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC: A Comprehensive Overview

Mark P Tolan, a seasoned financial advisor, has been serving clients at Ameriprise Financial Services, LLC for many years, providing personalized financial planning and investment services. Located at 530 W Bonita Ave in San Dimas, California, Tolan's office is nestled in the heart of the city, offering convenient access to a wide range of clients.

Main Services

• Financial Planning: Tolan helps clients create comprehensive financial plans that align with their goals and objectives. This includes retirement planning, education funding, and estate planning strategies.
• Investment Services: His investment approach is tailored to each client's unique needs, risk tolerance, and time horizon. He offers a wide range of investment options, including stocks, bonds, mutual funds, and ETFs.
• Retirement Income Planning: Tolan assists clients in creating sustainable retirement income streams that can last throughout their retirement years.
• Estate Planning Strategies: He helps clients navigate the complexities of estate planning, ensuring their assets are distributed according to their wishes and minimizing potential tax liabilities.
• College Savings Plans: Tolan provides guidance on saving for education expenses, including 529 college savings plans and other tax-advantaged savings options.

Location and Access

Tolan's office is situated in the West Bonita Business District, a short drive from the 210 and 57 freeways. The location offers easy access to clients coming from nearby cities such as La Verne, Pomona, and Covina. The office is surrounded by several amenities, including restaurants, shopping centers, and parks.

The office building has ample parking space, with several designated spots for visitors. The building is wheelchair-accessible, with a ramp leading to the entrance. Inside, there is an elevator for clients who may have mobility challenges.

Featured Characteristics

• Personalized Service: Tolan takes a proactive approach to understanding each client's unique financial situation and goals. He provides tailored solutions that evolve as clients' lives and needs change.
• Experienced Professional: With over three decades of experience in the financial services industry, Tolan brings a wealth of knowledge and expertise to his client relationships.
• Fiduciary Standard: As a registered representative of Ameriprise Financial Services, LLC, Tolan is held to a fiduciary standard, which means he must always act in the best interests of his clients.
• Comprehensive Approach: Tolan takes a holistic approach to financial planning, considering clients' short-term and long-term goals, risk tolerance, and tax situation.

Practical Information

• Address: 530 W Bonita Ave, San Dimas, CA 91773, United States
• Phone: 909-394-0409
• Website: ameripriseadvisors.com
• Hours of Operation: Monday - Friday, 8:30 AM - 5:00 PM (Appointment recommended)
• Specialties: Financial planner, Investment service
• Accessibility Features: Wheelchair-accessible car park, Wheelchair-accessible seating, Toilet

Positive Aspects from Client Reviews

Tolan's clients have praised his expertise, professionalism, and personalized approach to financial planning. A client who has been with Tolan since 1992 highlighted his above-standard returns and the importance of participating in the financial planning process. Another client appreciated Tolan's patience and clear explanations of complex financial concepts.

Tolan's commitment to his clients' financial well-being, coupled with his extensive experience and personalized approach, makes him a trusted financial advisor in the San Dimas community and beyond.

👍 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