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
When people think about financial planning, many assume it centers primarily on choosing the right investments. While investment management is an important component of building and preserving wealth, a truly comprehensive financial plan extends well beyond portfolio construction. Investments are only one element within a larger, interconnected framework that must support cash-flow needs, tax efficiency,...
Planning for retirement is one of the most important financial steps you’ll take—but it’s also one of the easiest areas to make costly mistakes. Many individuals and families approach retirement planning with good intentions, yet small missteps along the way can meaningfully affect long-term financial security. Understanding these common pitfalls can help you stay...
Wondering how much income you need in retirement? Lifestyle choices, the coordination of multiple income sources, tax considerations, and long-term cash-flow management all influence the strategy that may best support your goals. Planning for retirement often begins with a straightforward question: How much money will I need to live comfortably? In practice, retirement income needs...
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