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
Investing can be an effective way to grow your wealth over time, but it’s not always easy to know where to start. With so many investment options available and different factors to consider, creating a personalized investment plan can be daunting. That’s where Toomey Investment’s plan development service comes in. By working with experienced financial...
If you built your financial plans five, ten, or more years ago, you may find upon close examination, that they no longer fit your life today. Whether from outside circumstances such as market fluctuations or outlooks to internal changes such as approaching retirement, or changes in your family situation, any risk analysis you may have...
A large inheritance or a financial settlement can be both a bonus and a burden. It’s a bonus because the money could come in handy for boosting retirement or education savings, upgrading a home, or quality-of-life events such as travel. The burden is because a large amount of money imposes certain responsibilities on the recipient...
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