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 company. Located at 530 W Bonita Ave, San Dimas, CA 91773, United States, Mark has been helping clients achieve their financial goals for over two decades. In this article, we will delve into the main services offered by Mark, his location and access, featured characteristics, practical information, and positive aspects mentioned in reviews.

"Main Services"

• Financial planning: Mark provides comprehensive financial planning services, including retirement planning, investment planning, and estate planning.
• Investment services: Mark offers a range of investment services, including portfolio management, investment advice, and investment product selection.
• Retirement planning: Mark helps clients create personalized retirement plans, including retirement account planning, pension planning, and Social Security optimization.
• Estate planning: Mark provides estate planning services, including wills, trusts, and powers of attorney.
• Investment advice: Mark offers investment advice, including investment portfolio management, investment strategy development, and investment product selection.

"Location and Access"

Mark's office is located at 530 W Bonita Ave, San Dimas, CA 91773, United States. The office is wheelchair-accessible, with features such as:

* Wheelchair-accessible car park
* Wheelchair-accessible seating
* Toilet

Appointments are recommended, and online appointments are also available. The office is located in a convenient neighborhood, making it easily accessible by car or public transportation.

"Featured Characteristics"

Mark's office stands out for its unique characteristics, including:

* Experienced advisor: Mark has been in the industry for over two decades, providing clients with expert guidance and advice.
* Personalized service: Mark takes a personalized approach to each client, tailoring his services to meet their individual needs and goals.
* Comprehensive services: Mark offers a range of services, including financial planning, investment services, retirement planning, estate planning, and investment advice.
* State-of-the-art technology: Mark's office is equipped with state-of-the-art technology, including advanced software and hardware, to provide clients with accurate and up-to-date information.

"Practical Information"

Here are some practical details to keep in mind when visiting Mark's office:

* Address: 530 W Bonita Ave, San Dimas, CA 91773, United States
* Phone: 909-394-0409
* Website: ameripriseadvisors.com/mark.p.tolan/
* Business hours: [Not specified]
* Online appointments: Available
* On-site services: Available
* Wheelchair-accessible car park: Available
* Wheelchair-accessible seating: Available
* Toilet: Available

Positive Aspects from Reviews

Mark P Tolan has received excellent reviews from clients, with an average rating of 3.7/5 on Google My Business. Some of the positive aspects mentioned in reviews include:

* Expertise: Clients praise Mark's expertise and knowledge in the field of financial planning and investment services.
* Personalized service: Clients appreciate Mark's personalized approach to each client, taking the time to understand their individual needs and goals.
* Results-oriented: Clients praise Mark's ability to deliver results, with many reporting above-average returns on their investments.
* Professionalism: Clients praise Mark's professionalism and courtesy, making them feel comfortable and at ease during their interactions with him.

One client, who has been working with Mark since 1992, notes: "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 just sit back and wait for results."

👍 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