About Toomey Investment Management Inc.
Reviews for Toomey Investment Management Inc.
Write a reviewHours
Monday: 9AM - 4PM
Tuesday: 9AM - 4PM
Wednesday: 9AM - 4PM
Thursday: 9AM - 4PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed
Toomey Investment Management Inc. is a highly recommended investment firm that provides personalized and professional services. Clients praise the firm's tailored plans, educational approach, and responsive customer service. The firm's disciplined and emotion-free investment strategy has helped clients feel more confident about their financial goals. Overall, Toomey Investment Management Inc. is a trusted partner for those seeking to grow their wealth through investing.
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.
Austin Toomey is a very effective, forward-thinking financial advisor. He assessed our portfolio and continuously discusses with us the amount of risk we want at this stage in our lives. He ensures that the level of risk will be managed effectively and that our investments are aligned with our long-term goals. He’s very friendly and discusses our finances in a way that we can easily understand. Austin is very responsive to our questions and concerns.
We’ve worked with Austin for almost two years and we are so grateful for his guidance. He’s extremely knowledgeable in his expertise, easy to connect with, and trustworthy. We have a new found confidence about our future thanks to Austin. We look forward to working with him for many years to come and we would highly recommend giving him a call if you want to be financially set up for your families future!