Meet Our Professionals
We're always up to something good! The Toomey Investment Management team is a multi-generational family firm in Wallingford, CT. Brendan Toomey, CFP®, is our President. Austin Toomey holds the CPWA® and ChFC® designations, while Dan Perreault is a Chartered Retirement Planning Counselor℠. Meanwhile, Jennifer Nevins manages our office and client services. Together, we help clients with retirement planning, fee-based asset management, tax planning and tax preparation, and estate planning. Because we are an independent firm, we answer to our clients, not to a multinational corporation. In addition, every advisor on our team takes part in preparing tax returns. So we can look at your investment and tax decisions together. When a life event occurs, the same advisor you partnered with will be there to talk. You will find each of us below, along with our credentials. We look forward to meeting you.
Brendan Toomey
CFP®, President, Adviser
Austin Toomey
CPWA®, ChFC®, Financial Adviser
Dan Perreault
CRPC®, Chartered Retirement Planning Counselor℠
Jennifer Nevins
Office Manager & Client Services
Our Clients
The TIMI business model treats all of our clients equally and fairly. We realized long ago that the financial industry dedicated many resources to capture money from prospective clients. However, it spent much less on service and accountability for existing clients. At TIMI, we listen carefully, keep in touch and return your calls/communications as quickly as we can. That is why we insist that you count on us. If you always rely on us, we believe we can optimize your financial world and solve your problems. We want to KNOW YOU; We want to help you and your family! This is also how the Toomey Investment Management team works with every client, from early in a career through retirement. You can also reach us at 203-949-1710 or visit our office at 420 Center Street in Wallingford, CT.
