As a financial advisor in Wallingford, CT, 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
Every sharp drop in the stock market revives the same question: is this another bubble? When prices fall quickly, the fear and anxiety many investors felt in 2000-2001 and again in 2008 come rushing back. You probably recall that the former was the “tech” bubble and the latter was coined the “housing” bubble. It is...
Your wedding day is one of life’s most exciting milestones, but it is also the beginning of an important financial partnership. While you are planning the venue, guest list, and honeymoon, it is equally valuable to begin planning your financial future together. This checklist covers the key steps in financial planning for newlyweds. Marriage often...
Most retirement conversations begin with what many refer to as the “three pillars” of retirement income: Social Security, pensions, and personal investments. These pillars form the foundation of many retirement strategies. Yet the real question goes beyond simply having them. Instead, it is whether they can hold up under pressure. That is why it helps...
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 advisor in Wallingford, CT, and we insist on knowing you personally.
Address: 420 Center St Fl 1, Wallingford, CT 06492
Phone: 203-949-1710
E-mail: info@toomeyinvest.com