Toomey Investment Management Inc. is a 10 time recipient of Connecticut Magazine’s Five Star Wealth Manager award* and has also appeared in Forbes Magazine. We are proud of these Toomey Investment Management awards, and we see them as a reflection of the work we do for our clients. Even so, recognition is not the reason we do this work.
We are an independent, multi-generational family firm in Wallingford, CT. Our clients include individuals, families and business owners across Connecticut. As fiduciary advisors, we have a duty to act in your best interest. Most people rely on several professionals, each handling one piece of their finances. Instead, we bring investment management, insurance, tax and estate planning together under one roof. As a result, every part of your plan works toward the same goal. Tax planning is also part of every client’s financial plan at no additional charge. We cannot guarantee rates of return. However, we can be completely transparent about the all-in cost of investing with our firm. We also help clients plan through major life changes, such as marriage, a new job or an inheritance. If retirement is your main goal, start with our retirement planning guide.
