linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Toomey Investment Management, Inc.

Headquartered in WALLINGFORD, CT

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Toomey Investment Management, Inc. is an investment advisory firm located in Wallingford, Connecticut. They provide a range of financial services including financial planning, pension consulting, and portfolio management for individuals. The firm manages approximately $270.6 million in assets for 1,302 clients. They also manage accounts for charitable organizations, corporations, pension and profit-sharing plans, and high net worth individuals.

Toomey Investment Management, Inc.

420 CENTER STREET

WALLINGFORD, CT 06492

$270.64M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

TOOMEY INVESTMENT MANAGEMENT, INC. has a total of 1 branch locations across the country.
location

WALLINGFORD, CT

Advisors at Toomey Investment Management, Inc.

View All 3 Advisors
Unclaimed
Austin Patrick Toomey

RA

WALLINGFORD, CT

View Profile
Unclaimed
Daniel Paul Perreault

RA

WALLINGFORD, CT

View Profile
Unclaimed
Brendan Richard Toomey

CFP®, RA

WALLINGFORD, CT

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Toomey Investment Management, Inc. is right for you?

Disclosures

There are no public disclosures for Toomey Investment Management, Inc..

Frequently Asked Questions (7)

Not sure if Toomey Investment Management, Inc. is right for you?