Toomey Investment Management

Toomey Investment Management Work with TIMI and
Discover The Difference At TIMI, we listen carefully, keep in touch and return your calls/communications as quickly as we can.

The TIMI (Toomey Investment Management Incorporated) business model is designed to treat all of our clients with superlative ethical standard. We realized long ago that the financial industry dedicated many resources to capture money from prospective clients but much less on service and accountability for existing clients. We insist that you count on us. We believe that if you always rely on us, w

e can work effectively to optimize your financial world and solve your problems. We want to KNOW YOU; we want to help you and your family!

09/01/2026

Comprehensive wealth management examines these issues together so that decisions in one area do not unintentionally undermine progress in another.

At Toomey Investment Management, we help clients navigate these major life changes with a thoughtful, personalized appro...
08/19/2026

At Toomey Investment Management, we help clients navigate these major life changes with a thoughtful, personalized approach.

🌳 An inheritance or settlement needs a plan.

Every successful financial plan begins with a conversation.Whether you're approaching retirement, already retired, or si...
08/12/2026

Every successful financial plan begins with a conversation.

Whether you're approaching retirement, already retired, or simply looking for a second opinion, we're here to help.

Contact Toomey Investment Management to schedule a complimentary consultation.

Summer often provides a rare opportunity to slow down and reflect.What are your goals for the next 5, 10, or 20 years?A ...
08/10/2026

Summer often provides a rare opportunity to slow down and reflect.

What are your goals for the next 5, 10, or 20 years?

A thoughtful financial strategy can help turn those goals into a plan.

Retirement planning isn't just about your future.It's also about protecting the people you care about most.Estate planni...
08/06/2026

Retirement planning isn't just about your future.

It's also about protecting the people you care about most.

Estate planning, beneficiary reviews, and wealth transfer strategies can help ensure your legacy lives on.

08/01/2026

A successful retirement isn't built around investments alone ☘️


Work with TIMI and
Discover The Difference

07/30/2026

Whether it's a walk along the shoreline in Madison, a day in Essex, or time spent with family, retirement should be about enjoying the life you've worked hard to build.

The question is: Does your financial plan support that vision?

Work with TIMI and
Discover The Difference

One of the biggest concerns retirees face today?Inflation.Even modest increases in living expenses can significantly imp...
07/28/2026

One of the biggest concerns retirees face today?

Inflation.

Even modest increases in living expenses can significantly impact retirement income over time.

A proactive financial plan can help prepare for changing economic conditions.

Many retirees underestimate healthcare expenses.Planning ahead for future healthcare and long-term care needs can help p...
07/22/2026

Many retirees underestimate healthcare expenses.

Planning ahead for future healthcare and long-term care needs can help protect your retirement assets and reduce financial surprises later.

For generations, Wallingford families have worked hard to build financial security.At Toomey Investment Management, we'r...
07/20/2026

For generations, Wallingford families have worked hard to build financial security.

At Toomey Investment Management, we're proud to help Connecticut families navigate important financial decisions with confidence.

Address

420 Center Street
Wallingford, CT
06492

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+12039491710

Website

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