Financial Advising in Wallingford, CT
3 locations found near Wallingford
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Financial Advising
Financial Advising
Financial Advising
“I was referred to this office from a fellow colleague for a client of mine and what an incredible help they were! I spoke with Susan, she took the time to explain what my client could do, should do and what was the best approach to remedy their situation. She didn't tell me to have the client call in, she didn't rush me off the phone, as a matter of fact she was upfront that using their service at this time probably wouldn't be the best option for my client, yet she still talked me through a few different scenarios on how to best help. In the end, we didn't need their service at this time, but if we ever do, I'd call them immediately!”
“I started working with Austin and Toomey investments a few years ago and highly recommend their services. Austin is extremely personable and put together a tailored plan that aligned with my goals and risk tolerance. His personal service is terrific as he's always available to chat with me or answer any of my questions--big and small. I appreciate that he goes the extra mile to educate me on his strategy and has helped me better understand the financial markets and investing. 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. To anyone who's serious about growing their wealth through investing--I highly recommend using Austin as their FA.”