Toomey Investment Management
Brendan Toomey of Toomey Investment Management has designed a system, for his clients, for optimal performance with risk-reduction strategies. He focuses on making sure that my investment is safe, cost-effective, diversified and taking advantage of paying the least amount in taxes. I can relax knowing that Brendan and team are watching out for me and his clients. I have recommended him to my family and friends and they are well pleased.
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- Fee Based Asset Management
- Risk Management
- Tax Planning & Preparation Services
- Plan Development
- Estate Planning & Distribution
Sentiment Analysis
I felt very comfortable with Austin and his team following our first meeting and have been using them ever since.
On top of that, we have a plan in place, both short term and long, that has allowed me to feel more comfortable overall about my financial goals.
They answer all my questions promptly and explain to me what is going on with my finances.
He exhibits a high degree of respect for his customers and makes sure they are satisfied with how he is investing their money.
My grandfather was a customer with Brenden Toomey for years before his passing and trusted his advice always.
I recommend them to everyone I talk to looking for help in this field.
Austin brings a disciplined no emotion plan to the table while giving us personal service.
If you're looking or debating for whom to trust your retirement or savings with, do not look anywhere else.
After receiving an inheritance five years ago and not being happy with another financial advisor (non-fiduciary), we contacted Brendan and his team for advise.
Those firms always lacked the competencies for tieing together investments, taxes, estate, and medical coverage advice
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