Tremblay Financial Services | Santa Barbara's Leader in Financial Services Since 1997

Make sure your money lasts THROUGHOUT your retirement.

Maintain your lifestyle, independence, and LEGACY after you retire.

Ensure you've got the cost of healthcare covered after retirement.

“Tremblay Financial Services has been voted among the TOP FINANCIAL ADVISORS 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.

Get A Second Opinion On Your Financial Health

UPCOMING EVENTS

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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Have a question? We're ready to help.

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Make sure your money lasts THROUGHOUT your retirement.

Maintain your lifestyle, independence, and LEGACY after you retire.

Ensure you've got the cost of healthcare covered after retirement.

“Tremblay Financial Services has been voted among the TOP FINANCIAL ADVISORS in Santa Barbara for 16 years in a row”.

Problems with Probate

Test Your Estate Strategy Knowledge

Life and Death of a Twenty Dollar Bill

Have a question? We're ready to help.

Want to be Smarter With Your Money?