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 financial advisor, leads the Tolan & Associates team at Ameriprise Financial Services, LLC, located at 530 W Bonita Ave, San Dimas, CA 91773, United States. With a commitment to building long-term client relationships, Tolan focuses on understanding each client's unique financial goals and providing personalized wealth management strategies.

Main Services

• Financial Planning: Tolan offers comprehensive financial planning services, including retirement planning, investment planning, estate planning, and tax planning. He works closely with clients to create tailored financial plans that align with their short-term and long-term goals.
• Investment Management: The Tolan & Associates team employs a disciplined, research-driven approach to investment management. They offer a range of investment strategies, from conservative to aggressive, to suit clients' risk tolerance and investment objectives.
• Retirement Planning: Tolan specializes in helping clients prepare for retirement by developing retirement income strategies and guiding them through the complexities of retirement planning, such as Social Security and pension optimization.
• Estate Planning: Tolan works with clients to create effective estate plans that preserve wealth for future generations, minimize estate taxes, and ensure a smooth transfer of assets to beneficiaries.
• Business Planning: For business owners, Tolan provides guidance on business succession planning, executive benefits, and employee benefits, helping them protect and grow their businesses while preparing for retirement.

Location and Access

The Ameriprise Financial Services office is situated in the heart of San Dimas, a city in Los Angeles County, California. The office is conveniently located near the intersection of Bonita Ave and San Dimas Ave, with easy access from the Foothill (210) Freeway. The surrounding neighborhood offers a mix of residential and commercial properties, with various restaurants, shops, and parks nearby.

Public transportation is available via the Foothill Transit bus service, with the nearest stop located at San Dimas Ave and Bonita Ave. Additionally, the office provides ample parking for clients, including a wheelchair-accessible parking space.

Featured Characteristics

• Experienced Team: Mark Tolan and his team bring decades of combined experience in the financial services industry, ensuring clients receive knowledgeable and trusted advice.
• Personalized Service: Tolan takes a holistic approach to wealth management, focusing on each client's unique situation and providing customized solutions tailored to their specific needs.
• Client-Centric Approach: The Tolan & Associates team prioritizes building lasting relationships with clients, providing clear communication, and maintaining a client-centric culture.
• Community Involvement: Mark Tolan is actively involved in the San Dimas community, participating in local events and supporting various charitable organizations.

Practical Information

• Address: 530 W Bonita Ave, San Dimas, CA 91773, United States
• Phone: 909-394-0409
• Website: ameripriseadvisors.com
• Specialties: Financial planner, Investment service
• Other Points of Interest: Online appointments, On-site services, Wheelchair-accessible parking, Wheelchair-accessible seating, Toilet, Appointments recommended
• Average Opinion: 3.7/5 (based on 3 reviews on Google My Business)

Positive Aspects from Reviews

Mark Tolan's clients consistently praise his expertise and the personalized service provided by him and his team. Some positive aspects mentioned in the reviews include:

• Expertise: "Mark's knowledge and experience have been invaluable in helping us grow our wealth over the years."
• Personalized Attention: "Mark takes the time to understand our unique financial situation and creates a customized plan to help us achieve our goals."
• Clear Communication: "He explains complex financial concepts in a way that is easy to understand, and always keeps us informed about our investments."
• Client-Centric Approach: "Mark and his team are genuinely interested in our financial well-being and always make us feel like a priority."

These positive aspects highlight the exceptional service provided by Mark P Tolan and the Tolan & Associates team at Ameriprise Financial Services, LLC, making them a trusted choice for financial planning and investment management in the San Dimas area.

👍 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