Our Services

We offer value by providing solutions for your goals!

Trust our Vision!

Toomey Investment Management, Inc. is an asset management and advanced financial planning firm designed to be very unique in the financial services world. Our customized systems were created to grow and conserve your wealth through state-of-the-art technology, daily-integrated oversight and an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (203) 949-1710.

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Wealth ManagementProprietary Risk-Based Model Portfolios


  • Ultra Conservative
  • Conservative
  • Tax-Favored Income & Growth


  • Moderately Conservative
  • Moderate
  • Growth and Income

  • Start Investing

  • Growth
  • Agressive
  • Stop-Loss

  • Financial PlanningIt is Never too Late to Start


  • IRA’s/Roth IRA’s
  • Annuity Withdrawals
  • Medicaid Planning
  • Investment Re-structuring


  • College Plans
  • Probate/Estate Planning
  • Qualified Plans
  • Gifting

  • Start Planning

  • Trust Implications
  • 401 (k) Planning
  • Fixed, Variable and Indexed Annuities

  • InsuranceGet the Right Coverage and Don't Overpay


  • Auto
  • Life Insurance
  • Homeowners
  • Health Insurance (On and Off Exchange)


  • Supplemental Insurance
  • Hospital Indemnity
  • Critical Illness protection


  • Get Proper Insurance

  • Medicare (Supplemental, Advantage & Prescription Part D coverage)
  • Disability Income Insurance
  • Long Term Care Insurance

  • Tax PlanningYou Could be Missing out on Money by Trying it Yourself


  • Capital Gains and Losses
  • Survivorship Tax Matters
  • Required Minimum Distributions


  • Individual Tax Preparation and Planning
  • Gift, Trust and Estate Tax Preparation
  • Business Start Up, Counsel and Corporate Taxes

  • Let Us Help with Your Taxes

  • Relocation Tax Issues
  • Annuity Withdrawals
  • Inheritance Complications

  • responsive

    We Take Pride in Helping Our Clients

    Attention to detail is the key!


    Securities Offered through Leigh Baldwin & Co., LLC. Member FINRA/SIPC

    Check us out on FINRA Broker Check