Skip to main content
BestProsInTown

Financial Planners in Wallingford

Financial Planners in Wallingford picked by BestProsInTown

3 businesses

Toomey Investment Management Inc.

Toomey Investment Management Inc.

420 Center St, Wallingford

Mon 9AM - 4PM

5.0 23 reviews

“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.”

Allegiant Wealth Management, LLC

Allegiant Wealth Management, LLC

61 N Plains Industrial Rd #314, Wallingford

Mon 9AM - 5PM

5.0 3 reviews

“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”

Filters

Searches Financial Planners around Wallingford, CT and opens the results.

Rating
Price range

Leave all off to include every price.

Distance