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

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

Mark P Tolan, a distinguished Private Wealth Advisor, is located at 530 W Bonita Ave, San Dimas, CA 91773, United States, offering a wide array of financial services through Ameriprise Financial Services, LLC. This comprehensive guide will delve into the main services provided, the location and accessibility, unique features, practical information, and positive aspects highlighted in client reviews.

Main Services

• Financial Planning: Tolan assists clients in creating personalized financial strategies to help them achieve their short-term and long-term goals. This includes retirement planning, education funding, tax planning, and estate planning.
• Investment Services: He offers investment strategies tailored to each client's risk tolerance, investment goals, and time horizon. This includes portfolio management, asset allocation, and regular portfolio reviews.
• Retirement Income Planning: Tolan helps pre-retirees and retirees create a reliable income stream throughout their retirement years. This involves strategies to manage risks and optimize retirement income.
• Business Planning: For business owners, Tolan provides services such as business succession planning, key employee retention strategies, and buy-sell agreement funding.

Location and Access

The office is situated in the heart of San Dimas, a city in Los Angeles County. It is easily accessible from the nearby I-10 and I-210 freeways. The surrounding area offers a variety of amenities, including restaurants, shopping centers, and parks.

Transportation:

• By Car: Free parking is available on-site.
• By Public Transport: The office is approximately a 10-minute walk from the San Dimas Station served by the Metrolink and Foothill Transit bus services.

Featured Characteristics

• Client-Centric Approach: Tolan takes the time to understand each client's unique financial situation and goals before developing a customized strategy.
• Experienced Professional: With over 30 years of experience in the financial services industry, Tolan brings a wealth of knowledge and expertise to his clients.
• Holistic Financial Planning: Tolan believes in a comprehensive approach to financial planning that addresses all aspects of a client's financial life.

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

Positive Aspects from Reviews

With an average rating of 3.7/5 from 3 reviews on Google My Business, here are some positive aspects mentioned by clients:

• Expertise: Many clients have praised Tolan's deep understanding of financial planning and investment strategies, with some mentioning returns above industry standards.
• Personalized Service: Clients appreciate the personalized approach Tolan takes in understanding their unique financial situations and goals.
• Long-Term Relationships: Several clients have highlighted the longevity of their relationship with Tolan, some spanning over decades, indicating trust and satisfaction with his services.
• Communication: Positive feedback has been given for Tolan's clear and understandable explanations of complex financial concepts, as well as his responsiveness and accessibility.

👍 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