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
While many Connecticut residents love our state and wouldn’t live anywhere else, there’s no denying that life in the Constitution State is expensive. According to the Cost of Living Index, Connecticut residents pay 13 percent more than the national average for living expenses. Housing in Connecticut is 24 percent higher than the national average, and...
As Millennials stand on the cusp of the largest intergenerational wealth transfer in history, their distinct approach to investments is poised to redefine the financial landscape. By 2045, it’s estimated that up to $73 trillion will transition to this younger generation. Yet, their investment behaviors diverge significantly from those of previous generations, influenced by unique...
There is much being written today about the “great wealth transfer.” What it refers to is a massive shift in assets from the aging Baby Boomer generation to their children, who are primarily of the Millennial generation. In this blog, we’ll take a look at some of the issues involved in the transfer. Baby Boomer...
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 manager that insists on knowing you personally.
Address: 420 Center St Fl 1, Wallingford, CT 06492
Phone: 203-949-1710
E-mail: info@toomeyinvest.com