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The advisor listed is an Ameriprise financial advisor in San Dimas. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Live life brilliantly.What matters most to you in life? It's a big question. And it's one of many questions I'll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won't. Why? Because your vision of the future is unique and I'm committed to helping you achieve it. Let's sta... read more
373 E Foothill Blvd Ste 100, San Dimas, CA, 91773, United States
Get directionsWeekday | Schedule | Status |
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Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
I've been with Mike from Confluent Wealth Management for several years. He, and every other person at the office has been kind, informative, and very professional. Mike is an exceptional financial planner. I couldn't be more pleased with my decision.
I've been with Mike from Confluent Wealth Management for several years. He, and every other person at the office has been kind, informative, and very professional. Mike is an exceptional financial planner. I couldn't be more pleased with my decision.
One must wonder as to why there is not a single review posted here. Coensidence? Perhaps they are not worthy of one. Tolan, Tolan, and Tolan, is three generation of incompetency. Not a single advise offered, but instead, growing the FIRM off of the fees the clients pay. That is their Moto. Grow at any and all cost. Expect absolutly zero expectations.
Tolan, Tolan & Tolan and Associates - Ameriprise Financial Services, Inc. has a 3.8 star rating with 5 reviews.
Tolan, Tolan & Tolan and Associates - Ameriprise Financial Services, Inc. is open now. It will close at 6:00 p.m.
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