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
Saving for retirement is one of the most important financial steps you can take, and an employer-sponsored 401(k) plan with a matching contribution is like finding free money for your future. If you’re not maximizing this benefit, you’re missing out on a golden opportunity to supercharge your retirement savings. Here’s why taking full advantage of...
Managing investments wisely is essential for building and preserving wealth in today’s dynamic financial landscape. But what is active asset management, and why does it matter? Whether you’re planning for retirement, saving for a major life event, or aiming to grow your wealth, understanding active asset management can empower you to make informed financial decisions...
Setting personal financial goals is an essential step toward building a secure and fulfilling future—but reaching those goals takes more than just good intentions. Whether you’re saving for retirement, planning for a major life milestone, or simply trying to get a better handle on your finances, working with a trusted financial planner can make all...
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.