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

Introduction to Mark P. Tolan - Private Wealth Advisor at Ameriprise Financial Services, LLC

Mark P. Tolan, a seasoned Private Wealth Advisor, operates his practice through Ameriprise Financial Services, LLC, located at 530 W Bonita Ave, San Dimas, CA 91773, United States. With a commitment to personalized financial planning and investment services, Tolan is dedicated to helping clients work towards their long-term financial goals. This comprehensive article delves into the main services offered, the location and accessibility, key features, practical information, and positive aspects mentioned in client reviews.

Main Services

• Financial Planning: Tolan works closely with clients to create a tailored financial plan that aligns with their unique goals, risk tolerance, and timeline. This holistic approach addresses various aspects, including investments, insurance, taxes, retirement, and estate planning.
• Investment Services: Leveraging his expertise and resources, Tolan provides investment strategies designed to help clients grow and preserve their wealth. He offers a wide range of investment options, from mutual funds and ETFs to individual stocks and bonds, always keeping clients' objectives in mind.
• Retirement Planning: Tolan specializes in helping clients prepare for a comfortable retirement. He guides them through crucial decisions, such as when to retire, how much to save, and the most tax-efficient ways to withdraw from retirement accounts.
• Estate Planning: Tolan works with clients to develop estate plans that protect their assets and ensure a smooth transition to their beneficiaries. He helps clients navigate complex estate planning strategies, such as trusts, wills, and power of attorney documents.
• Insurance Planning: Tolan assists clients in identifying potential risks and implementing insurance strategies to mitigate those risks. He can help protect clients' assets, income, and loved ones through life, disability, health, and long-term care insurance.

Location and Access

The office of Mark P. Tolan is conveniently located in San Dimas, a picturesque city in the San Gabriel Valley, approximately 30 miles east of Los Angeles. The location offers easy access to major highways, including the 10, 210, and 60 freeways, making it accessible for clients from nearby communities such as Glendora, La Verne, and Pomona.

For clients who prefer not to travel, Tolan offers online appointments, allowing them to meet with him from the convenience of their own homes. The office also provides on-site services, catering to clients who wish to meet in person.

Featured Characteristics

• Wheelchair-accessible Parking and Seating: Tolan's office is committed to ensuring accessibility for all clients. They have designated wheelchair-accessible parking spots and a wheelchair-accessible entrance leading to elevators, providing easy access to the office suite.
• Private Consultation Rooms: To maintain client confidentiality and comfort, Tolan's office features private consultation rooms where clients can discuss their financial matters in a secure and tranquil environment.
• Complimentary Wi-Fi: The office provides complimentary Wi-Fi for clients who wish to bring their electronic devices during appointments.

Practical Information

• Office Hours: The office is typically open Monday through Friday, from 8:00 AM to 5:00 PM. However, Tolan is available to meet with clients outside these hours by appointment.
• Appointment Recommendation: To ensure clients receive the best possible service, appointments are recommended. This allows Tolan and his team to prepare for the meeting and make the most of the time spent together.
• Contact Information:
  • Address: 530 W Bonita Ave, San Dimas, CA 91773, United States
  • Phone: 909-394-0409
  • Website: ameripriseadvisors.com

Positive Aspects from Client Reviews

With an average rating of 3.7/5 on Google My Business, Mark P. Tolan has received a total of 3 reviews from clients. Positive aspects mentioned in these reviews include:

• Expertise and Knowledge: Clients have praised Tolan's deep understanding of the financial markets and his ability to provide tailored solutions that meet their unique needs.
• Strong Returns: One long-time client mentioned that their returns have consistently been above standard, highlighting Tolan's investment strategy and market timing.
• Personalized Approach: Several clients have commended Tolan's ability to listen and understand their financial goals, creating a customized plan to help them achieve those objectives.
• Responsiveness and Communication: Clients have appreciated Tolan's prompt response to their inquiries and his regular updates on their financial progress.
• Long-term Relationships: The presence of a client who has been with Tolan since 1992 illustrates his ability to build and maintain strong, long-lasting relationships with his clients.

These positive aspects demonstrate Tolan's commitment to delivering exceptional service and helping his clients achieve their financial goals.

👍 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