Account Types

These are a few of the type of accounts Tremblay Financial offers. If there is a type of account you are interested in and do not see in the list below, please contact us and we will give you more specific details. Also, with each type of account, we offer check writing privileges, a debit card, and online viewing of your account upon request.

• Retail
  • Cash
  • Margin
• IRA
  
  • Individual   
  • Roth
  •  Individual (k)
    
• Corporate Retirement Plan
  
  • 401 (k)
    
  • 403 (b)
    
  • Simple IRA
    
  • SEP IRA
    
  • Defined Benefit
    
  • ProfitSharing
    
  • MoneyPurchase
    
• Trust Management
  
• NonProfit
  
• ThirdParty
  
  • Performance Based
    
  • Separate Account
    
• 529 College Savings