Company Description

Tremblay Financial has been locally owned and operated in Santa Barbara for over 20 years. It was founded on one simple principle: we do what's best for our clients. And we've been doing that ever since. The mission of Tremblay Financial Services' team of highly qualified financial advisors is to offer its products and services to investment clientele using the highest standards of ethics. Tremblay Financial Services professionals continually educate themselves as they work to assist clients in accumulating, preserving, and passing on their wealth. And when it comes to service, we have the best, most hard-working staff on the Gold Coast. Come and work with us, and you'll soon find out. Securities and advisory services offered through Centarius Financial, Inc. Member FINRA and SIPC. A registered broker/dealer and registered investment advisor. Tremblay Financial Services and Centaurus Financial, Inc. are not affiliated.

License

Lic #0A61517

Products & Services

Risk Tolerance ,   wealth management ,   Established in 1997 ,   Evening Appointments ,   Weekend Appointments ,   Retirement Planning ,   Tax Planning ,   Financial Planning ,   investment services ,   Free Consultations ,   Advisory Services ,   CA Life Insurance Lic #0A61517 ,   Investments ,   Founder - Tim Tremblay ,   Financial Advisors ,   Locally Owned & Operated ,   Estate Planning ,   Securities brokerage  

Amenities and More

Locally owned and operated ,   Providing free estimates