Financial Planners near North Haven
Financial Planners near North Haven picked by BestProsInTown
10 businesses
Peak Financial Services
“It was an absolute pleasure to work with Donald! He was super friendly and approachable, and took the time to break things down for my understanding. I'd definitely recommend his services!”
Toomey Investment Management Inc.
“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.”
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