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
Divorce is one of the most emotionally and financially complex transitions an individual can face. Beyond the personal impact, it often represents one of the most significant restructurings of wealth in a lifetime. Decisions made during this process can have long-lasting consequences for cash flow, taxes, retirement security, and overall financial independence. At Toomey Investment...
Planning for retirement can feel overwhelming. Between saving, investing, tax considerations, and ever-changing market conditions, it is easy to lose sight of long-term objectives. A trusted financial advisor serves as both architect and steward of your retirement plan—helping you design a strategy and ensuring it remains effective through every stage of life. Working with an...
When it comes to building lasting financial security, simply saving money is rarely enough. Making your money work for you through thoughtful, disciplined investing is where long-term growth begins—and that is the role of asset management. Managing investments requires careful planning, ongoing monitoring, and periodic adjustments to ensure your portfolio remains aligned with your personal...
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



