Financial Planners near Hamden picked by BestProsInTown
“Peak Financial Services has been my tax preparer for over 20-years! Donald, Selene and the other staff are professional and work with alacrity. In the 20-years I’ve worked with them there has never been any mistakes. If you are looking for a CPA and/or tax preparer, check out Peak Financial Services and tell them Denise sent you!”
“I had the pleasure of meeting with Bryan Bogen today and was highly impressed with his knowledge and professionalism. It is a huge relief knowing that someone like Bryan will be handling my accounts. I look forward to 2026 with his expertise!”
“This is posted by Tim Witham- I have been with Toomey about 8 months and have found it to be extremely positive. Assisted with change of retirement from 401K to IRA with good growth through the year. Much better results than with Voya or Empower. Assisted with redirecting 30 year old life insurance policies to annuities. Great move. Austin also was very knowledgeable in helping with MediCare parts B and C. Found his fees to be very fair for services rendered. I am retired engineer not a financial guy, and Toomey is just what I need in retirement planning.”
