Mark P Tolan

CFP®, CLTC®

Private Wealth Advisor
President
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
    Explore tax insights
  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
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  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
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Background and qualification information is available at FINRA's BrokerCheck website.

Serving you in these unprecedented times

I am committed to keeping my clients informed and providing you with the latest perspectives on the current market and economic conditions, as well as personalized advice to help with your individual needs. I am available to answer any questions you may have during these difficult times.

• Meet with me – I meet with clients by phone or online and would be happy to do so with you.

• Access your accounts – you can securely access your accounts anytime from any device through the secure site on ameriprise.com or the Ameriprise app.

• Listen to the latest audiocast, below in the video gallery, or visit the Insights tab for the latest information and perspectives related to market conditions

My thoughts are with my clients and our community. Please take care of yourselves and those around you.


Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

My videos

6 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)