“Tremblay Financial Services has been voted the FINANCIAL SERVICES LEADER in Santa Barbara for 16 years in a row”.


We help investors age 50+ transition into their golden years and achieve financial freedom so that they can reinvent their lives. It is time for you to say goodbye to your retirement concerns. Start today by booking a call with one of our dedicated advisors.   



The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.
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Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
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Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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