Toomey Investment Management

06/17/2026

☀️ Summer is a great time to take a step back and review your financial plan.

While you're planning vacations, family gatherings, and enjoying the longer days, it's also a smart opportunity to ask:

✔ Are you still on track for retirement?
✔ Has your income changed?
✔ Have your investment goals evolved?
✔ Is your tax strategy still working efficiently?

Small adjustments today can have a significant impact on your future.

At Toomey Investment Management in Wallingford, we help Connecticut families and business owners stay focused on the bigger picture.

📞 Let's schedule a mid-year financial review.

05/28/2026

3 common mistakes that can hurt your retirement 👇

1️⃣ Waiting too long to start
2️⃣ Not having a clear strategy
3️⃣ Letting emotions drive investment decisions

The good news? These are all fixable—with the right guidance

We help clients stay on track with a plan that evolves as life changes

💬 Have questions? Drop them below or send us a message

Work with TIMI and
Discover The Difference

05/19/2026

Markets go up. Markets go down.

What matters most? Having a strategy that keeps you grounded through both

At Toomey Investment, we focus on:
📊 Risk-aware investing
📈 Long-term growth
🧠 Smart, disciplined decision-making

📩 Want a second opinion on your portfolio? Let’s talk

05/11/2026

Financial planning doesn’t have to feel overwhelming.

At Toomey Investment, we focus on making things simple, clear, and tailored to YOU.

✔️ Retirement planning
✔️ Investment management
✔️ Long-term financial strategy

📍 Proudly serving Wallingford and surrounding Connecticut communities

📩 Message us to start the conversation

05/06/2026

Where do you want to be financially in 5, 10, 20 years?

If you don’t have a clear plan yet—that’s okay

That’s exactly what we’re here for

We offer personalized financial guidance to help!

📩 Message us today to schedule a consultation

05/01/2026

04/20/2026

Whether you’re planning for retirement, managing investments, or thinking about your family’s future, having a strategy tailored to your goals makes all the difference.

04/17/2026

At Toomey Investment Management, we believe true success comes from building a plan where everything works together. From retirement goals to major life events, we help you connect the dots so your strategy moves in one clear direction.

📞 Let’s start building your plan today.

04/07/2026

Don’t Leave Free Money on the Table! 💰

When it comes to saving for retirement, one of the smartest moves you can make is taking full advantage of your employer’s 401(k) match. It’s one of the easiest—and most powerful—ways to grow your future wealth.

https://toomeyinvest.com/are-you-taking-full-advantage-of-your-employers-401k-match/

03/27/2026

🌱 Personalized planning for every stage of life—so you can move forward with confidence.

👉 Let’s get started today.