BRENDAN RICHARD TOOMEY

Toomey Investment Management, Inc. is a Wallingford, CT financial advisory practice with tax-focused services for individuals, families, investors, and business owners.

The source material describes the practice as a multi-generational family business that works with clients through life changes such as divorce, employment changes, long-term care,…

Toomey Investment Management, Inc. is a Wallingford, CT financial advisory practice with tax-focused services for individuals, families, investors, and business owners. The firm lists tax planning and tax preparation alongside fee-based asset management, risk management, plan development, and estate planning and distribution.

The source material describes the practice as a multi-generational family business that works with clients through life changes such as divorce, employment changes, long-term care, inheritance or settlement, marriage, and family transitions. Brendan Richard Toomey is identified as President and Adviser, with CFP credentials shown in the provided facts.

The firm states that its advisors are knowledgeable in the tax code and take part in preparing hundreds of tax returns annually. Its profile is best read as a combined financial advisory and tax planning resource in Wallingford.