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, serves clients at Ameriprise Financial Services, LLC, located at 530 W Bonita Ave, San Dimas, CA 91773, United States. With a commitment to personalized service and comprehensive financial planning, Tolan helps individuals and families create, protect, and preserve their wealth. This article delves 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 offers customized financial plans tailored to each client's unique goals, risk tolerance, and timeline. Services include retirement planning, education funding, tax planning, and estate planning.
• Investment Services: As a Private Wealth Advisor, Tolan provides investment strategies designed to help clients grow and preserve their assets. He considers each client's financial objectives, risk tolerance, and time horizon to create diversified investment portfolios.
• Retirement Income Planning: Tolan assists clients in developing strategies to generate retirement income that can last throughout their retirement years. He helps clients navigate complex decisions regarding retirement accounts, Social Security, and pension plans.
• Estate and Legacy Planning: Tolan works with clients to develop strategies for effectively transferring wealth to future generations, minimizing estate taxes, and preserving family legacy.

Location and Access

The office is situated in San Dimas, a city in Los Angeles County, California. It is easily accessible via the 57 and 605 freeways, and is approximately 30 miles east of downtown Los Angeles. The neighborhood is known for its family-friendly atmosphere and close proximity to numerous parks and recreational facilities.

For those who prefer public transportation, the office is about a 10-minute walk from the Bonita Ave & San Dimas Canyon Rd bus stop, served by Foothill Transit route 492.

The office offers ample parking, including designated spots for people with disabilities. The building is wheelchair-accessible, with a ramp leading to the entrance and an elevator for access to higher floors.

Featured Characteristics

• Personalized Service: Tolan takes the time to understand each client's unique financial situation, goals, and concerns. He then develops a customized plan to address their specific needs.
• Comprehensive Approach: Tolan considers all aspects of a client's financial life when creating a plan. This holistic approach ensures that clients' investments, insurance, tax planning, and estate planning strategies are aligned and working together towards their long-term goals.
• Fiduciary Duty: As a Private Wealth Advisor, Tolan is held to a fiduciary standard, which means he must always act in the best interest of his clients. This commitment to ethical and transparent service helps build lasting relationships with clients.

Practical Information

• Address: 530 W Bonita Ave, San Dimas, CA 91773, United States
• Phone: 909-394-0409
• Website: ameripriseadvisors.com
• Office Hours: Monday through Friday, 9:00 AM to 5:00 PM (by appointment)
• Appointments: Recommended, with online appointments available
• Accessibility: Wheelchair-accessible car park and seating, wheelchair-accessible entrance, and elevator

Positive Aspects from Reviews

Mark P. Tolan's commitment to personalized service and expertise in financial planning has earned him positive reviews from clients. Some of the positive aspects mentioned in reviews include:

• Expertise and Knowledge: Clients praise Tolan's extensive knowledge and ability to provide clear, concise advice tailored to their unique situations.
• Communication: Tolan is commended for his professionalism, responsiveness, and clear communication style, ensuring clients are always kept informed about their financial plans.
• Long-term Relationships: Many clients have been working with Tolan for decades, a testament to his dedication, trustworthiness, and ability to adapt to changing financial landscapes.
• Above-standard Returns: Some clients have reported returns on their investments that exceed industry standards, highlighting Tolan's effective investment strategies.

With an average rating of 3.7/5 from 3 reviews on Google My Business, Mark P. Tolan continues to build a reputation for excellence in the financial planning industry. His commitment to personalized service, comprehensive planning, and fiduciary duty sets him apart and helps clients achieve their long-term 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