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.
Official Website
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- Fee Based Asset Management
- Risk Management
- Tax Planning & Preparation Services
- Plan Development
- Estate Planning & Distribution
Sentiment Analysis
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.
They answer all my questions promptly and explain to me what is going on with my finances.
We called Toomey Investment and met with Dan Perrault to discuss our financial concerns, retirement options, and options for our little one.
My portfolio performance has been great since I joined, with great service on any requests I've made.
I did spend some time going on line at Fidelity to monitor regular performance but that slowly subsided over the next 4 years to occasional visits.
If you're looking or debating for whom to trust your retirement or savings with, do not look anywhere else.
Those firms always lacked the competencies for tieing together investments, taxes, estate, and medical coverage advice
We first started working together when I was a year and a half away from retiring and was very fearful about entering the next chapter of my life.
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