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
Many Americans are logging into their investment accounts with a sense of dread these days. How much more, you may be thinking, have I lost since the last time I logged in? 2022 has proven to be the worst year for the stock market since the financial crisis of 2008. The poor performance can be...
Americans today are living longer than previous generations. That’s the good news. The challenge is coming in saving for retirement and ensuring those savings last a lifetime. Meeting the challenges of retirement savings has always been a difficult prospect, but in today’s volatile economic environment and a reduction in the income provided by employer-sponsored pensions,...
If you’ve never carried life insurance, you may be wondering whether you need it. While you’re young and single and have no dependents and no mortgage, it’s not unusual to skip purchasing a life insurance policy. Many workers get small policies through their employers. But if your circumstances have changed – you have a spouse...
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.
Address: 420 Center St Fl 1, Wallingford, CT 06492
Phone: 203-949-1710
E-mail: info@toomeyinvest.com