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

Main Services

Mark P Tolan is a private wealth advisor at Ameriprise Financial Services, LLC. He specializes in financial planning and investment services to help his clients achieve their financial goals. The services offered by Mark P Tolan include:

• Financial planning to help individuals and families create a roadmap for their financial future
• Investment services to manage and grow clients' assets

Location and Access

The office of Mark P Tolan is located at 530 W Bonita Ave, San Dimas, CA 91773, United States. This location is easily accessible by car and there is ample parking available for clients. The office is wheelchair accessible, making it convenient for individuals with mobility issues.

Featured Characteristics

Mark P Tolan and his team offer several unique characteristics to their clients:

• Online appointments: Clients can schedule appointments with Mark P Tolan through his website, making it convenient to plan a meeting without worrying about time or location constraints.
• On-site services: Clients can meet with Mark P Tolan in person at the office to discuss their financial needs and goals.
• Wheelchair-accessible car park: The office has a designated parking space for individuals with mobility issues, ensuring easy access for everyone.
• Wheelchair-accessible seating: The office has seating arrangements that are accessible for individuals with mobility issues.
• Toilet: The office has a designated toilet that is accessible for individuals with mobility issues.
• Appointments recommended: It is recommended to schedule an appointment before visiting the office to ensure the availability of the advisor and a smooth experience.

Practical Information

The contact information for Mark P Tolan is as follows:

• Phone: 9093940409
• Website: ameripriseadvisors.com

Mark P Tolan and his team have received 3 reviews on Google My Business, with an average rating of 3.7/5. One of the positive reviews states:

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 things to happen.

This review highlights the expertise of Mark Tolan and the importance of active participation in the financial planning process.

👍 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