We translate an often complicated plan in terms that make sense to you. When clients partner with us for financial planning, the primary focus is to make your life easier and grant you peace of mind.
People Say About Us
Austin Toomey is knowledgeable, professional and responsive. During this difficult COVID crisis he not only has been able to maintain our current portfolio but we have seen substantial growth...fantastic! I would recommend Toomey Investment to anyone who is looking to make a positive change with their investments.
David Perrone
Brendan Toomey of Toomey Investment Management has designed a system, for his clients, for optimal performance with risk-reduction strategies. He focuses on making sure that my investment is safe, cost-effective, diversified and taking advantage of paying the least amount in taxes. I can relax knowing that Brendan and team are watching out for me and his clients. I have recommended him to my family and friends and they are well pleased.
Rita Allaire
Brendan and his team are the best. Their knowledge of the market, the past, present and future is eye opening. Whether you are just starting out with investing or you are well seasoned, they can give you the professional guidance for your financial security. Keep up the great work!
Craig Zettergren
Latest News
While few people may find retirement planning “fun,” what it represents is generally positive: a time when you can cease the daily grind of work, set your own life pace, and enjoy hobbies, friends, and families. Estate planning, however, is most certainly not an enjoyable activity, as it generally involves addressing a time after one’s...
When it comes to investing, one size does not fit all. The key to successful investing is choosing the right strategy that aligns with your personal financial goals, risk tolerance, and time horizon. Making informed decisions in these areas can significantly impact your financial future and overall peace of mind. Aligning with Your Financial Goals...
We all have plans (or dreams) to retire one day. While dreams are important, the foundation for retirement is just as critical. Will you have enough money to fund your retirement? Three Types of Retirement Income For many Americans, there are three elements of a solid retirement: pension income, social security income, and personal investment...
Our Contact Information
We are a multi-generational family business and we’re not going anywhere. We aren’t one of a few hundred “advisors” at a multinational corporation that know you as a file number. When a life event occurs (and it usually does) the same advisor you partnered with will be there to talk. We are your personal financial manager that insists on knowing you personally.