Toomey Investment Management

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

420 Center St Fl 1, Wallingford, Connect...

Phone Number

(203) 949-1710

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Toomey Investment Management

Toomey Investment Management is a certified wealth advisory firm based in Connecticut, specializing in retirement planning and fee-based asset management. They offer a comprehensive range of financial services including risk management, tax planning, estate planning, and personalized financial planning for various client demographics such as Millennials, Generation X, and Baby Boomers. The firm prides itself on providing tailored financial solutions and maintaining long-term relationships with clients, ensuring they receive ongoing support through significant life changes. Their mission is to simplify financial planning and help clients achieve financial freedom and peace of mind.Explore more
Toomey Investment Management's Social MediaPopular SearchesToomey Investment Management IncToomey Investment ManagementToomey Investment Management - IncToomey Financial AdvisorsToomey InvestSIC Code 62,628NAICS Code 52,523Show more

Toomey Investment Management Org Chart

PhoneEmail
Brendan Toomey, Certified Financial Planner & President at Toomey Investment Management
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Certified Financial Planner & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Toomey Investment Managem...

<$5M
11-50
Private
<$5M
1989
Brendan Toomey, Certified Financial Planner & President at Toomey Investment Management
Brendan ToomeyCertified Financial Planner & President
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
2013
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
<$5M
1-10
Private
-
2018
N/A
<$5M
1-10
Private
-
2016
MM
Marianne MayClient Support Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Toomey Investment Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Toomey Investment Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Toomey Investment Management.

Toomey Investment Management financials insights

Gather financial insights about Toomey Investment Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$115K

See All Toomey Investment Management's Financials Insights

Toomey Investment Management Tech Stack

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Frequently Asked Questions Regarding Toomey Investment Management

What is Toomey Investment Management's official website?
Toomey Investment Management's official website is www.toomeyinvest.com
What is Toomey Investment Management's Revenue?
Toomey Investment Management's revenue is <$5 Million
What is Toomey Investment Management's SIC code?
Toomey Investment Management's SIC: 62,628
What is Toomey Investment Management's NAICS code?
Toomey Investment Management's NAICS: 52,523
How many employees does Toomey Investment Management have?
Toomey Investment Management has 11-50 employees
What industry does Toomey Investment Management belong to?
Toomey Investment Management is in the industry of: Finance, Securities Trading
What is Toomey Investment Management competition?
Toomey Investment Management top competitors include: Radnor Financial Advisors, Willson, Fountainhead Wealth, Tradewinds Wealth Management
What technology does Toomey Investment Management use?
Some of the popular technologies that Toomey Investment Management uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Toomey Investment Management?
Toomey Investment Management contact info: Phone number: (203) 949-1710 Website: www.toomeyinvest.com
What does Toomey Investment Management do?

Toomey Investment Management is a certified wealth advisory firm based in Connecticut, specializing in retirement planning and fee-based asset management. They offer a comprehensive range of financial services including risk management, tax planning, estate planning, and personalized financial planning for various client demographics such as Millen... nials, Generation X, and Baby Boomers. The firm prides itself on providing tailored financial solutions and maintaining long-term relationships with clients, ensuring they receive ongoing support through significant life changes. Their mission is to simplify financial planning and help clients achieve financial freedom and peace of mind.Read More

What are Toomey Investment Management social media links?
Toomey Investment Management Linkedin page Toomey Investment Management Twitter page Toomey Investment Management Facebook page
Is Toomey Investment Management a public company?
Toomey Investment Management is private company therefore does not currently have an official ticker symbol
See more information about Toomey Investment Management

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