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

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

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Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

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Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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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”.

Strategies for Managing Student Loan Debt

Managing an Inheritance

Countering Counterfeit Currency

Have a question? We're ready to help.

Want to be Smarter With Your Money?