3 Best Gold IRA Investment Companies Near Me in Wallingford, CT – Retirement Planning Services
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Tribute Financial
ADDRESS: 85 Barnes Rd #212, Wallingford, CT 06492, United States
NUMBER: +1 203-269-8586
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Kevin, Martin and their team are true professionals. Consummate investment strategies designed for each individual situation. Personalized and successful investing has made my retirement future sustainable and their advice on estate planning and insurance has been spot on. – Martin Pressman
REVIEW #2 – Our firm has worked with Tribute Financial for many years – Everyone there is knowledgeable, friendly & accommodating. They make themselves available any time for both our business as well as any of our employees individual needs & they really know their stuff! – Gesmonde, Pietrosimone & Sgrignari LLC
REVIEW #3 – Kevin and his team are very knowledgeable with years of experience. They are true professionals and great to work with!! – Chuck Walker
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Toomey Investment Management Inc.
ADDRESS: 420 Center St, Wallingford, CT 06492, United States
NUMBER: +1 203-949-1710
DESCRIPTION FROM BUSINESS: Toomey Investment Management a boutique private wealth advisory firm partnering with mid to high net worth individuals, families and businesses
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – 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. – Cait Witham
REVIEW #2 – Austin Toomey is a very effective, forward-thinking financial advisor. He assessed our portfolio and continuously discusses with us the amount of risk we want at this stage in our lives. He ensures that the level of risk will be managed effectively and that our investments are aligned with our long-term goals. He’s very friendly and discusses our finances in a way that we can easily understand. Austin is very responsive to our questions and concerns. – Christine Venice
REVIEW #3 – We’ve worked with Austin for almost two years and we are so grateful for his guidance. He’s extremely knowledgeable in his expertise, easy to connect with, and trustworthy. We have a new found confidence about our future thanks to Austin. We look forward to working with him for many years to come and we would highly recommend giving him a call if you want to be financially set up for your families future! – Krista Vermeersch
REVIEW #4 – A few years ago, we elected to go with Toomey Investments for financial management services, dealing with Austin Toomey. We are glad we made that decision. Austin has understood our goals and offered very proficient advice, ranging from everyday investments to future and retirement planning. We also appreciate Toomey Investment’s holistic approach — we were even advised of someone who could handle our wills. Austin’s courtesy and knowledge have been extremely helpful and greatly appreciated. – David
REVIEW #5 – When it was time to retire I no longer wanted to manage my 401k and other investments so we sought out a financial advisor to carry us into retirement. We feel fortunate to have found Austin Toomey at Toomey Investments to fulfill that need for us. Austin helped us with our planning as we navigated what we needed to do to further capitalize on our current retirement plans through our employer. Anyone looking to improve their retirement position should make the time to discuss your options with Austin. So glad to have him on our side to assist with various important financial decisions as well enjoy our retirement. – Lisa Bissell
REVIEW #6 – 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.- Chris Newell
REVIEW #7 – 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. – Andrew M
Allegiant Wealth Management, LLC
ADDRESS: 61 N Plains Industrial Rd #314, Wallingford, CT 06492, United States
NUMBER: +1 203-626-2225
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Lou Czerwinski is one of the best advisors I know. He has his clients best interest first and foremost. He is bright, works his profession and takes it very seriously. I have no problem referring my clients to Lou as I know I know he will treat them extremely well. People want very simple things from their financial advisors, trust, communication and understanding of their needs. Lou makes sure he is working on all cylinders in these areas. What makes Lou standout, is his honesty and hard work. – Thomas Perrone
REVIEW #2 – Lou really makes an extra effort to ensure we are happy and confident in our investment strategy. As a person who is not well versed in the stock market and how things work, it’s nice working with someone who takes the time to explain everything in terms that mean something to me. I can’t recommend Lou highly enough – David Raines
REVIEW #3 – Excellent company! Lou is great to work with and has helped me on many levels. From financial planning to simply managing my 401K he is always available. Thanks Lou for always being there. – GCP Team
REVIEW #4 – Lou was very helpful advising me on the best way to earn money on my retirement accounts. He was very knowledgeable and took the time to explain all of the options available to me. Definitely someone you can trust. – Patricia Leary
REVIEW #5 – Lou is extremely knowledgeable about all finance related matters, he is always pleasant, he explains everything in understandable detail and is really very good at what he does. I highly recommend him. – BRIAN BLAKE
REVIEW #6 – Simply put, Lou is the Best. Caring and compassionate he excels at meeting all of my financial needs and is always there for me. Look no further, Lou is your guy – Adam Cook
REVIEW #7 – Lou is excellent at what he does. He is extremely knowledgeable and pus attention to details. His accessibility and responsiveness is second to none. I would highly recommend using Lou. – Michael Vitale
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