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Closed today
420 Center St, WallingfordClosed today
61 N Plains Industrial Rd #314, Wallingford“Excellent company! Lou is great to work with and has helped me on many levels. From financial planning to simply managing my 401K he is always available.Thanks Lou for always being there.Corey Greco“
Financial Planners
Financial Planners
Financial Planners
“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.“