Investments

Tremblay Financial Services is an independent firm which allows us to use numerous companies within each asset class. We have no proprietary investments or products, therefore we are able to use the companies that suit our clients needs the best.

• Individual Equities
  
  • Stocks
    • Common
    • Preferred
      
  • Options
    
• Fixed Income
  
  • Bonds
    
    • Corporate
    • Government
      
    • Municipal
      
    • Agency
      
  • CDs
    
• Funds
  
  • Mutual Funds
    
  • Equity Traded Funds (ETFs)
    
  • ClosedEnd Funds (CEFs)
    
• Annuities
  
  • Fixed
    
  • Variable
  • Immediate
    
  • Equity Indexed
• Insurance
  
  • Term
    
  • Whole Life
    
  • Long Term Care
• Alternative Investments
  
  • REITs          
    • Public traded
    • Private
      
  • 1031 TIC Tax Deferred Exchanges
  • Limited Partnerships