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 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.

Get A Second Opinion On Your Financial Health

UPCOMING EVENTS

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

Steps to help you sustain and grow your retirement savings.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed 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 the FINANCIAL SERVICES LEADER in Santa Barbara for 16 years in a row”.

The Financial Literacy Crisis

Managing the Risk of Outliving Your Money

Surprise! You’ve Got Money!

Have a question? We're ready to help.

Want to be Smarter With Your Money?