Toomey Investment Management

Business Details

12 Years

experience

Your Trusted Financial Advisers in Wallingford, CT

Toomey Investment Management is a multi-generational family business dedicated to providing personalized financial planning and investment management services. Our team of certified professionals, including CFPs and financial advisors, focuses on understanding each client's unique needs to develop tailored strategies for wealth accumulation, retirement planning, and risk management. We prioritize long-term relationships, ensuring clients receive consistent support during life events such as career changes, inheritance, or retirement transitions.

Our fee-based asset management approach emphasizes transparency, diversification, and tax-efficient solutions while maintaining a client-first philosophy. With offices in Wallingford, Connecticut, we serve individuals across multiple generations, from millennials to retirees, offering comprehensive services that include estate planning, tax preparation, and business owner financial strategies. Our commitment to accountability and personalized communication sets us apart from larger corporate financial institutions.

Services

Fee-Based Asset Management Estate Planning Tax Planning Risk Management Retirement Planning Investment Management Financial Planning Business Owner Services Wealth Accumulation Life Event Planning

Details

Year established: 2014

Highlights and features

We are a multi-generational family business with personalized service
Our certified advisors provide tailored financial strategies for all life stages
We maintain consistent client relationships through life-changing events
Our local Wallingford office offers direct, responsive communication
We implement tax-efficient, diversified investment approaches

Associations and certifications

CFP Board
The American College
FINRA

What people say

Knowledgeable Professional Responsive Substantial growth Optimal performance

Website

Update Listing

Services

Fee-Based Asset Management

Our fee-based asset management service creates customized investment portfolios aligned with individual risk tolerance and financial goals. We implement diversified strategies that emphasize tax efficiency and risk reduction while maintaining transparent pricing structures. This service provides ongoing portfolio monitoring and adjustments to ensure alignment with changing market conditions and client circumstances.

Retirement Planning

Specialized retirement planning services help clients transition from wealth accumulation to sustainable income strategies. We develop personalized distribution plans considering tax implications, longevity factors, and lifestyle requirements while ensuring compliance with regulatory requirements for retirement accounts.

Estate Planning

Our estate planning solutions coordinate with legal professionals to create efficient wealth transfer strategies. We focus on minimizing tax liabilities, establishing proper beneficiary designations, and implementing trust structures to ensure client wishes are fulfilled while maintaining asset protection for future generations.

Tax Planning

Integrated tax planning services identify opportunities to reduce current and future tax liabilities through strategic investment positioning and retirement account management. We coordinate with external tax professionals to implement holistic strategies that maximize after-tax returns while maintaining compliance with evolving tax regulations.

Risk Management

Our risk management approach evaluates portfolio volatility through diversification techniques and hedging strategies. We implement asset allocation models that balance growth potential with capital preservation requirements while continuously monitoring market conditions to adjust risk exposure as needed.

People

Brendan Toomey

President, Adviser

Certified Financial Planner with expertise in developing risk-reduction investment strategies. Focuses on creating tax-efficient portfolios while maintaining personal client relationships through life-changing financial events.

Austin Toomey

Financial Adviser

CPWA and ChFC designations holder with experience in managing client portfolios during economic uncertainty. Specializes in helping clients achieve financial security through personalized investment strategies and retirement planning.

Dan Perreault

Chartered Retirement Planning Counselor

Certified retirement specialist providing expertise in developing sustainable income strategies. Focuses on helping clients navigate retirement transitions while maintaining portfolio stability through market fluctuations.

Jennifer Nevins

Office Manager & Client Services

Client services professional ensuring smooth communication between advisors and clients. Coordinates administrative processes while maintaining personalized support for client inquiries and documentation needs.

Questions

What financial services do you offer?

We provide fee-based asset management, retirement planning, estate planning, tax strategies, risk management, and personalized investment solutions for individuals and business owners.

How are you different from large financial institutions?

As a family-owned firm, we offer personalized service with direct advisor access rather than treating clients as account numbers in a corporate system.

What investment approach do you use?

We employ active asset management strategies focused on diversification, tax efficiency, and risk reduction tailored to each client's financial goals.

How do you handle life-changing financial events?

Our advisors provide ongoing support during major life events like inheritance, divorce, or retirement transitions while maintaining consistent communication.

What client communication methods do you offer?

We prioritize direct phone contact, email communication, and in-person meetings at our Wallingford office for personalized financial discussions.

Reviews (6)

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Paul Perreault

Jan 05, 2022 Report

Positive:Professionalism,Quality,Responsiveness,Value
I've been with Toomey going on 3 years, and have been very satisfied with the advise and service. My portfolio performance has been great since I joined, with great service on any requests I've made. I enjoy reading the quarterly newsletters regarding market performance and direction. I highly recommend them!

L. C.

Dec 25, 2021 Report

Toomey Investment is PHENOMENAL! We're a young family with a toddler and we decided to really make the most of our financial health. We called Toomey Investment and met with Dan Perrault to discuss our financial concerns, retirement options, and options for our little one. Dan was helpful, kind, responsive and understanding. Toomey treated us literally like family. No nonsense, no selling points, no gimmicks. Just high quality specialized services tailored to us and our personal financial health.

Susan Rambis

Sep 02, 2021 Report

Austin has been my financial advisor for almost three years. We first started working together when I was a year and a half away from retiring and was very fearful about entering the next chapter of my life. Austin alleviated all of my fears within our first couple meetings together. In fact, I moved across country last year and still exclusively work with Austin for all of my financial needs. He went above and beyond to get licensed in the state of TX so he could continue to help me. I am so grateful for Austin and look forward to working with him for many more years.

Glen Morris

Sep 01, 2021 Report

After receiving an inheritance five years ago and not being happy with another financial advisor (non-fiduciary), we contacted Brendan and his team for advise. Brendan took the time to sit down with us, reviewed our portfolio, inquired about our retirement strategy, and offered his opinions. We decided to allow Toomey Investment to strategize and manage our retirement. Even after several withdrawals, our portfolio is larger than the initial investment from five years ago. We were told to maintain even though we were nervous in recent tumultuous years. We did not regret it. Thank you Toomey Investment

Andrew M.

Aug 26, 2021 Report

My wife and I have allowed Toomey Investment Management to manage our retirement assets for about a year and a half now. We are happy with the level of professionalism and expertise shown by Austin Toomey, our main contact. He took the time to explain our options, and placed us in the right mix of investments for our risk tolerance. So far, these investments have earned a decent rate of return, which is really what it's all about. If things continue as they have, we expect to be lifelong clients.

Lisa Pelletier

Aug 22, 2021 Report

I've been working with Austin and Toomey Investments for several years and doing so has been one of the best financial decisions I could have made. Austin is always available to answer my questions and explain investment options to me - all in a way that is easy to understand, without my needing to be an investments expert. Knowing that Austin is helping guide my financial health and seeing the results of his guidance speaks volumes. If you are looking for a new financial advisor, I highly recommend Austin and Toomey Investments. Thank you Austin for being on my side!