Toomey Investment Management is an independent, multi-generational family firm offering financial services in Connecticut to individuals, families and business owners. Most people rely on several professionals, but each one handles only one piece of their finances. We bring investment management, insurance, tax and estate planning together under one roof, so every part of your plan works toward the same goal.
Fee-Based Asset Management: a cost-conscious approach to investing your assets. We are also fully transparent about the all-in cost of investing with our firm. No one can guarantee rates of return. However, unneeded portfolio expenses are something we can address.
Risk Management: because we are an independent firm, we broker out our insurance products. For example, you may need an insurance-based planning technique or a review of your Medicare Advantage plan.
Tax Planning & Tax Preparation: our advisors prepare tax returns every year. In addition, tax planning is part of every client’s financial plan at no additional charge.
Estate Planning and Distribution: a well-designed estate plan protects your legacy, whether your wishes involve family, philanthropy or both. Options tend to narrow with time, so it pays to start early.
Plan Development: every client engagement involves comprehensive planning. As a result, portfolio management, major life events and family goals all move in the same direction.
If retirement is your main goal, start with our retirement planning guide.
Our financial planning process has four steps. To begin with, we connect and learn about you and your family. Then we analyze your situation and present a plan. Best of all, the advisor you start with is the advisor who stays with you.
When you are ready to talk about our financial services in Connecticut, call 203-949-1710 or contact our Wallingford office.