Toomey Investment Management Inc, located in Wallingford, CT, is a family-owned financial services firm specializing in fee-based asset management, risk management, tax planning, and estate planning. With a focus on translating complex financial plans into understandable terms, they aim to provide clients with peace of mind and financial security.
Their team, led by knowledgeable professionals like Austin Toomey and Brendan Toomey, offers personalized financial planning services tailored to different generations, from Millennials to Baby Boomers, and various types of investors, including serious investors and business owners. With a commitment to optimizing performance while reducing risk, Toomey Investment Management strives to help clients achieve their financial goals and enjoy a secure retirement.
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