Toomey Investment Management is a multi-generational family business and an independent financial advisor in Connecticut, based in Wallingford. We are not one of a few hundred advisors at a multinational corporation who know you as a file number. Instead, when clients partner with us, our focus is to make your life easier. We also explain an often complicated plan in terms that make sense to you.
Why Choose an Independent Financial Advisor in Connecticut
Independence: we built our business model around our independence as a registered investment adviser. As a result, we can serve your wealth management needs objectively.
One advisor who knows you: when a life event occurs, the same advisor you partnered with will be there to talk. Because of this, you do not have to start over with someone new.
Everything under one roof: we coordinate investment management, insurance, tax and estate planning in one place instead of spreading them across several professionals.
Tax planning included: tax planning is part of every client’s financial plan at no additional charge. In addition, our advisors prepare tax returns every year.
Transparent costs: we cannot guarantee rates of return, but we can be completely transparent about the all-in cost of investing with our firm.
As a registered investment adviser, we also have a fiduciary duty to act in your best interest. Read how that works on our fiduciary advice page.
Meet an Independent Financial Advisor in Connecticut
Read about our financial planning process, the benefit of working with an advisor and where we have appeared in the media, or meet the team. When you are ready to talk with an independent financial advisor in Connecticut, call 203-949-1710 or contact us.
Living in a high-cost, high-income state also brings its own planning challenges. See Wealth Management in Connecticut.