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

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

Mark P Tolan, a seasoned Private Wealth Advisor, has established a distinguished reputation in the heart of San Dimas, California, through his practice at Ameriprise Financial Services, LLC. With a commitment to personalized financial planning and investment services, Tolan consistently delivers tailored solutions to help clients navigate the complexities of wealth management. This comprehensive guide delves into the key aspects of Mark P Tolan's practice, providing an in-depth look at his services, location, unique features, practical information, and positive aspects highlighted by clients.

Main Services

• Financial Planning: Mark P Tolan specializes in creating comprehensive financial plans that align with clients' unique goals and aspirations. His expertise encompasses areas such as retirement planning, education funding, tax planning, and estate planning, ensuring clients are well-equipped to make informed decisions about their financial future.
• Investment Management: Tolan's investment philosophy prioritizes clients' individual needs, risk tolerance, and time horizon. By offering a wide array of investment strategies and products, he crafts tailored portfolios designed to help clients grow and preserve their wealth. His team continuously monitors clients' investments, keeping them informed and on track to meet their financial objectives.
• Retirement Planning: With a deep understanding of retirement income planning, Mark P Tolan guides clients through the intricacies of creating a reliable income stream in retirement. He helps clients optimize their Social Security benefits, navigate retirement account rollovers, and develop strategies to address potential longevity and inflation risks.
• Estate Planning: Tolan works closely with clients to develop estate plans that protect their assets, minimize taxes, and ensure a smooth transfer of wealth to future generations. His expertise in trust and estate planning enables him to create customized strategies that address clients' unique needs and goals.

Location and Access

Mark P Tolan's office is conveniently located at 530 W Bonita Ave, San Dimas, CA 91773, United States, in the heart of San Dimas. The office is situated near the intersection of W Bonita Ave and S San Dimas Ave, providing easy access to clients from surrounding areas.

• Public Transportation: The office is approximately a 10-minute walk from the San Dimas Transit Center, which offers connections to various bus services operated by Foothill Transit and Omnitrans. Additionally, the San Bernardino County Transportation Authority (SBCTA) provides access to the office via Route 28.
• Parking: Complimentary parking is available on-site, with designated spaces for clients. The parking lot is easily accessible and offers accommodations for individuals with mobility impairments, including wheelchair-accessible parking.

Featured Characteristics

Mark P Tolan's practice stands out due to several unique characteristics that enhance the client experience and demonstrate his commitment to excellence.

• Customized Approach: Tolan takes the time to understand each client's unique financial situation, goals, and concerns. By fostering a personalized approach, he crafts tailored solutions that address clients' specific needs and objectives.
• Team-based Support: Mark P Tolan is supported by a dedicated team of professionals, each bringing unique expertise to the table. This collaborative environment ensures clients benefit from a comprehensive and well-rounded financial planning experience.
• Technology-driven Solutions: Tolan's practice leverages advanced tools and technology to streamline the financial planning process and enhance client communication. By offering secure, user-friendly digital platforms, clients can easily access their financial information and track their progress toward their goals.

Practical Information

To better serve clients, Mark P Tolan provides a range of practical amenities and services at his office.

• On-site Services: The office offers a comfortable and welcoming environment for clients to meet with Tolan and his team. The space is equipped with modern amenities, including a conference room for group meetings and presentations.
• Online Appointments: For clients who prefer the convenience of remote consultations, Mark P Tolan offers online appointment options. These virtual meetings enable clients to connect with Tolan and his team from the comfort of their own homes or offices.
• Accessibility: The office is designed with accessibility in mind, featuring wheelchair-accessible restrooms, seating, and parking. These accommodations ensure that clients of all abilities can visit the office with ease.
• Appointment Recommendation: As Mark P Tolan's practice is dedicated to providing personalized, high-quality service, appointments are recommended to ensure clients receive the undivided attention they deserve.

Positive Aspects from Reviews

Mark P Tolan's dedication to exceptional client service has earned him a stellar reputation, as reflected in the positive reviews from his clients on Google My Business.

• Expertise and Knowledge: Several clients have praised Mark P Tolan's extensive knowledge and expertise in financial planning and investment management. One client noted, "Mark has been my financial advisor for over 25 years. His expertise and knowledge have been invaluable in helping me grow my retirement account."
• Personalized Service: Many clients appreciate Tolan's ability to tailor his services to their unique needs and goals. One client stated, "Mark takes the time to listen and understand your financial goals and creates a plan that works for you."
• Transparent Communication: Clients consistently commend Mark P Tolan's transparency and clear communication throughout the financial planning process. One client remarked, "Mark is always available to answer questions and explain things in a way that is easy to understand."
• Long-term Relationships: Mark P Tolan's commitment to building lasting relationships with his clients has resulted in numerous long-term client partnerships. One client noted, "I have been a client since 1992 and cannot say enough about the expertise of Mark Tolan."

With an average rating of 3.7/5 from 3 reviews on Google My Business, Mark P Tolan's commitment to excellence in financial planning and investment management is evident. His clients' positive experiences and testimonials underscore the value he brings to their financial journeys.

👍 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