-
August 2023 by Chris Newell
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.
-
August 2023 by Jessica Everett
I switched to Toomey Investment Management from a firm that was not meeting my needs. I felt very comfortable with Austin and his team following our first meeting and have been using them ever since. They are very responsive to my questions and continue to impress me.
-
February 2023 by Betsy Agostinucci
After investing on our own for a while we liked what we saw in Toomey Investments.Austin brings a disciplined no emotion plan to the table while giving us personal service.
-
October 2022 by Brendan McIntyre
Very knowledgeable and professional. Couldn’t be happier with the 3 years I’ve been a client of theirs. I recommend them to everyone I talk to looking for help in this field.
-
October 2022 by Saints Of Old
I feel very comfortable with Austin Toomey handling my retirement investments. He is extremely knowledgeable and takes the time to make his clients understand his approach to investing. He exhibits a high degree of respect for his customers and makes sure they are satisfied with how he is investing their money. I have learned a lot about investing through our conversations and trust he is handling my affairs as if they were his own.
-
October 2022 by christopher reig
Great service! and wonderful people to work with. My grandfather was a customer with Brenden Toomey for years before his passing and trusted his advice always. My father as well is still doing business with them to this day. The past few years I have also been working with Austin and it has been great. Everything is clear cut and transparent when it comes to these guys. They keep you updated on what's going on always. If I ever have any questions I never hesitate to call and they are always there to answer. Awesome investment team to work with!
-
October 2022 by L C
Toomey Investment is PHENOMENAL! We're a young family with a toddler and we decided to really make the most of our financial health. We called Toomey Investment and met with Dan Perrault to discuss our financial concerns, retirement options, and options for our little one. Dan was helpful, kind, responsive and understanding. Toomey treated us literally like family. No nonsense, no selling points, no gimmicks. Just high quality specialized services tailored to us and our personal financial health.
-
October 2022 by Paul Perreault
I've been with Toomey going on 3 years, and have been very satisfied with the advise and service. My portfolio performance has been great since I joined, with great service on any requests I've made. I enjoy reading the quarterly newsletters regarding market performance and direction. I highly recommend them!
-
October 2022 by Jan
I am so happy with how Toomey Investment Management Inc. handles my investments. They answer all my questions promptly and explain to me what is going on with my finances. I am extremely satisfied with how they invest my money.
-
October 2021 by Andrew M
My wife and I have allowed Toomey Investment Management to manage our retirement assets for about a year and a half now. We are happy with the level of professionalism and expertise shown by Austin Toomey, our main contact. He took the time to explain our options, and placed us in the right mix of investments for our risk tolerance. So far, these investments have earned a decent rate of return, which is really what it's all about. If things continue as they have, we expect to be lifelong clients.
-
October 2021 by Lisa Pelletier
I've been working with Austin and Toomey Investments for several years and doing so has been one of the best financial decisions I could have made. Austin is always available to answer my questions and explain investment options to me - all in a way that is easy to understand, without my needing to be an investments expert. Knowing that Austin is helping guide my financial health and seeing the results of his guidance speaks volumes. If you are looking for a new financial advisor, I highly recommend Austin and Toomey Investments. Thank you Austin for being on my side!
-
October 2021 by J. Earl Lendroth
Toomey InvestmentsAustin Toomey has been refreshing! In the past I've used large firms for my needs. Those firms always lacked the competencies for tieing together investments, taxes, estate, and medical coverage advice. This team is nimble, responsive, and thier strategies for our investments are thorough.Austin's knowledge and guidance has enabled my wife and I to enjoy early retirement with piece of mind and security.I would highy recommend Toomey Investment Management to those who desire a fresh change from the norm.J. Earl Lendroth
-
October 2021 by Alan Johnson
My wife and I were looking for a financial planner that could provide personal service; one who understood our needs and goals. We rejected the larger firms because, frankly, they were large and would not be willing or able to provide the type of service that we desired. One of my wife's co-workers mentioned Toomey Investment. Our interview of Austin revealed that he was exactly the planner that we were looking for. He asked us all of the right questions and quickly determined what we needed. We laid out a plan of attack to move our investments to his firm, get our will updated and even move our tax preparation from our accountant to his firm. His expertise was demonstrated these past few weeks of February of 2021, when one of the investments that Austin had purchased for us became the victim of the 2021 short squeeze. The stock rocketed up 50% in one day and then plummeted the next, resulting in what appeared to be a significant loss on our part. However, Austin had the foresight and the knowledge to know exactly what was happening. He had placed a stop loss on the stock and we realized a very significant gain on what first appeared to be a significant loss.Despite the pandemic and the rather wild 2021 stock market, our portfolio has made significant gains. Austin has spread our investments across the market so, that in the event of one sector having issues, we are protected.I would highly recommend Toomey Investment Management as a financial planner. They manage some significant holdings but realize where those holdings come from - not from large corporations or very wealthy individuals but regular people who have worked very long and very hard for their money and want to make sure that their money is in safe and reliable hands.
-
October 2021 by glen morris
After receiving an inheritance five years ago and not being happy with another financial advisor (non-fiduciary), we contacted Brendan and his team for advise. Brendan took the time to sit down with us, reviewed our portfolio, inquired about our retirement strategy, and offered his opinions. We decided to allow Toomey Investment to strategize and manage our retirement. Even after several withdrawals, our portfolio is larger than the initial investment from five years ago. We were told to maintain even though we were nervous in recent tumultuous years. We did not regret it. Thank you Toomey Investment.
-
October 2021 by Mike
Amazing people, amazing work. If you're looking or debating for whom to trust your retirement or savings with, do not look anywhere else. You can confidently rest assured you're in good hands with them. Austin is incredible to work with and is driven to do the absolute best for his clients. Always responsive with a very articulate precise answer. Whatever your needs may be, go with Toomey Investment Management.
