Toomey Investment Management Inc. - Wallingford, Connecticut

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Toomey Investment Management Inc.: A Comprehensive Overview

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For individuals and families seeking expert guidance in navigating the complexities of personal finance, Toomey Investment Management Inc. presents a reliable and highly-rated option. Located at 420 Center St, Wallingford, CT 06492, United States, this established firm offers a range of financial planning and financial consulting services designed to help clients achieve their long-term financial goals. With a demonstrated commitment to client satisfaction and accessibility, Toomey Investment Management has cultivated a strong reputation within the community.

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About Toomey Investment Management Inc.

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Toomey Investment Management Inc. is a privately-held firm dedicated to providing tailored investment solutions. They distinguish themselves through a client-centric approach, prioritizing understanding each client’s unique circumstances, risk tolerance, and objectives. The firm’s team comprises seasoned professionals with extensive experience in various asset classes and investment strategies. Their core philosophy centers around building lasting relationships based on trust, transparency, and proactive communication. They emphasize a holistic approach to financial planning, considering not just investments but also retirement planning, estate planning, tax optimization, and risk management.

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Location and Accessibility

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The firm’s physical location at 420 Center St, Wallingford, CT 06492, provides a convenient and accessible environment for clients. Importantly, Toomey Investment Management is committed to inclusivity and provides several accessibility features to ensure all clients can comfortably engage with their services. These include:

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• Wheelchair-accessible car park: Offering ample parking spaces designed for individuals using wheelchairs.

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• Wheelchair-accessible entrance: A level entry point facilitating easy access for wheelchair users.

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• Wheelchair-accessible toilet: A fully compliant and accessible restroom facility.

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• Toilet facilities: Standard restroom amenities are readily available.

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Appointments are strongly recommended to ensure sufficient time for a thorough assessment of a client’s needs. This allows the team to dedicate the necessary attention to developing a personalized strategy.

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Services Offered

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Toomey Investment Management’s service offerings are designed to address a broad spectrum of financial needs. Key services include:

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• Financial Planning: Comprehensive assessments of current financial standing, identification of goals, and development of a roadmap to achieve them.

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• Investment Management: Portfolio construction and ongoing management utilizing a diversified approach across various asset classes, including stocks, bonds, and mutual funds.

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• Retirement Planning: Strategic planning for retirement income, including asset allocation, withdrawal strategies, and tax-efficient savings plans.

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• Estate Planning: Guidance on wills, trusts, and other estate planning instruments to ensure assets are distributed according to client wishes.

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• Tax Optimization: Strategies to minimize tax liabilities and maximize investment returns.

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• Risk Management: Identification and mitigation of financial risks through appropriate insurance coverage and diversification.

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The firm’s advisors work closely with clients to tailor these services to their individual requirements. They leverage sophisticated planning tools and technology to provide data-driven insights and recommendations.

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Client Feedback and Reputation

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Toomey Investment Management Inc. boasts a remarkable average opinion of 5/5 on Google My Business, reflecting the consistently positive experiences of its clients. With 32 reviews, the volume of feedback provides a robust indication of the firm’s performance. Clients frequently commend the team’s professionalism, expertise, and dedication to client success. Common themes in the reviews highlight the personalized service, clear communication, and proactive approach to financial management. The firm’s commitment to building long-term relationships is a recurring point of praise. Many clients specifically mention the firm’s ability to adapt to changing market conditions and adjust investment strategies accordingly. The accessibility features also receive positive feedback, demonstrating the firm's commitment to serving a diverse clientele.

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Contact Information

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For more information or to schedule an appointment, please contact Toomey Investment Management Inc. at:

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• Phone: 2039491710

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• Website: toomeyinvest.com

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Toomey Investment Management Inc. remains dedicated to providing reliable and comprehensive financial solutions, fostering client success, and maintaining a commitment to accessibility and exceptional service. They are a firm that prioritizes building trust and acting as a long-term partner in their clients’ financial journeys.

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"summary": "Toomey Investment Management Inc. is a highly-rated financial planning and consulting firm located in Wallingford, CT, offering accessible services and prioritizing client relationships for long-term financial success.",
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