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

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 530 W Bonita Ave, San Dimas, CA 91773.
Phone: 9093940409.
Website: ameripriseadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible seating, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 3.7/5.

📌 Location of Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC

Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC 530 W Bonita Ave, San Dimas, CA 91773
☎️9093940409

⏰ Open Hours of Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC

  • Monday: 8 AM–4:30 PM
  • Tuesday: 8 AM–4:30 PM
  • Wednesday: 8 AM–4:30 PM
  • Thursday: 8 AM–4:30 PM
  • Friday: 8 AM–3 PM
  • Saturday: Closed
  • Sunday: Closed

Mark P Tolan - Private Wealth Advisor

Mark P Tolan is a Private Wealth Advisor with Ameriprise Financial Services, LLC, located at 530 W Bonita Ave, San Dimas, CA 91773. He can be reached by phone at 909-394-0409 or via his website at ameripriseadvisors.com. Mark specializes in financial planning and investment services.

The office is wheelchair accessible and offers onsite services, as well as the option for online appointments. Appointments are recommended but not required. The average opinion rating for this company on Google My Business is 3.7 out of 5 stars, based on 3 reviews.

About Mark P Tolan

Expertise and Specialties

  • Mark Tolan has been a trusted financial advisor for clients since 1992.
  • He is known for delivering returns that are consistently above standard with the right investment strategy and participation.
  • Mark's firm is knowledgeable, courteous, professional and avoids account churning.

Client Experience

  • Client testimonials frequently praise Mark's expertise and personalized approach to financial planning.
  • Many clients have benefited from early retirement through Mark's guidance.
  • Mark's firm is known for building long-term relationships with clients based on trust and results.

Location and Accessibility

The office is conveniently located at 530 W Bonita Ave in San Dimas, California, with wheelchair accessible parking and seating. Appointments are recommended but not required, allowing for flexibility in scheduling.

👍 Reviews of Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC

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

Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC - San Dimas, California
Judy M.
1/5

My 10 year rate of return was 1.73% Enough said.

Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services, LLC - San Dimas, California
Ivan A.
5/5

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