Toomey Investment Management

Who We Are

Toomey Investment Management, nestled in the heart of Wallingford, Connecticut, is more than just a financial planning firm. We are a team of experienced professionals dedicated to empowering individuals and families to achieve financial freedom and security.

Our Approach

Our personalized approach emphasizes understanding your unique goals and anxieties. We translate complex financial concepts into clear, easy-to-understand language, ensuring you feel empowered and confident throughout the process. We partner with you to develop a customized plan that aligns with your individual aspirations, considering your financial situation, life stage, and aspirations.

Our Services

We offer a comprehensive range of financial services designed to address your diverse needs, including:

- Investment Management

• Personalized portfolio construction and review
• Risk management strategies
• Tax-efficient investment options

- Retirement Planning

• Comprehensive 401(k) analysis and optimization
• IRA Rollovers and distributions
• Retirement planning for different life stages

- Wealth Management

• Estate planning and distribution
• Advanced wealth transfer strategies
• Family wealth management solutions

- Business Planning

• Retirement planning for business owners
• Business continuity strategies
• Succession planning

Why Choose Toomey Investment Management?

When you partner with Toomey Investment Management, you get:

• Experienced professionals: Our team has extensive knowledge and expertise in diverse financial areas.
• Personalized attention: We take the time to understand your unique needs and goals.
• Transparent communication: We keep you informed every step of the way with clear and concise explanations.
• Client-centered approach: Your success is our success. We are committed to your financial well-being.

Discover the Toomey Difference

At Toomey Investment Management, we are dedicated to providing exceptional client experiences and helping you achieve your financial goals. Contact us today to schedule a consultation and discover the personalized approach that sets us apart.