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FAQs

Q. Is there a minimum amount of money required to become a client with Tremblay Financial?
A. There are no minimum requirements to become a client regardless of income or wealth. We'll work hard to find the best investments for you.


Q. What are the costs associated with attending a seminar?
A. Seminars are a free non-obligatory service we provide for the community and our clients. They are also great way for us to meet people in and around the community.


Q. What happens at the free no obligation consultations?
A. One of our advisors will sit down with you and discuss your current financial situation and goals. Based on this information, we'll try to inform you about the many options that are available for people with your same financial goals and status.


Q. Where are you located?
A. We are located at 3905 State Street in Santa Barbara, California on the corner of State and La Cumbre right next to Peet's Coffee. Feel free to stop by and check out the office when you are in the neighborhood.


Q. Why should I work with Tremblay Financial instead of another firm?
A. Tremblay Financial is a smaller, independent firm. We pride ourselves on being able to give our clients more of the attention that they deserve as investors. Since we are independent, and not committed to any particular products, we are able to offer an almost unlimited variety of investment products and services


Tremblay Financial | FAQs