Financial Advising in Wallingford, CT

3 locations found near Wallingford

“This is posted by Tim Witham- I have been with Toomey about 8 months and have found it to be extremely positive. Assisted with change of retirement from 401K to IRA with good growth through the year. Much better results than with Voya or Empower. Assisted with redirecting 30 year old life insurance policies to annuities. Great move. Austin also was very knowledgeable in helping with MediCare parts B and C. Found his fees to be very fair for services rendered. I am retired engineer not a financial guy, and Toomey is just what I need in retirement planning.”

5 Superb29 Reviews

“My wife and I walked into the ABAPC office stressed out, and walked out feeling back in control of our lives. Mike is an all-star accountant and human. He doesn’t just have the ability and knowledge to help, but genuinely enjoys helping his clients. The entire staff is warm, helpful, and we just can’t thank them enough. We cannot recommend them enough.”

4.6 Superb78 Reviews

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