A few years ago, Tremblay Financial Services headed up a bit north of Santa Barbara to open up an office in Santa Maria, California. We love wineries, strawberries and Santa Maria barbecue, but most of all, we love our clients who live in this incredible area. Please set up a complimentary appointment with us to discuss your financial and retirement plan!
204 E. Enos
Santa Maria, CA 93454
Email: info@tremblayfinancial.com
Office: 805.569.1982
Toll-Free: 888.569.1982
Fax: 805.569.5767
By Appointment Only
Tremblay Financial Services was established in 1997 in beautiful Santa Barbara. Just 92 miles north of Los Angeles, we enjoy our view of the Santa Ynez Mountains every day, and our region is proudly becoming known as one of the best wine producing areas in the world. Through the years, our community has become our friends and family. We are committed to providing top-notch financial advisory and retirement services, and we are proud that our Santa Barbara community has seen fit to grant us multiple awards for our work throughout the decades.
Our proprietary approach to investing, called the TRIAD, diversifies your investment portfolio into three categories: safe, income, and growth. This approach has a greater chance of providing you a cushion during times when the market is performing poorly.
We routinely host educational workshops, seminars and webinars that offer solutions to our clients’ most common problems. We’d love for you to join us.
We took some of the most important financial and retirement topics and created webinars to help explain them. Watch our past webinars here.
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CA Insurance License #0A61517 | TN Insurance License #3001734464
© 2024 Tremblay Financial Services. All Rights Reserved. Securities and advisory services offered through Centaurus Financial, Inc., Member of FINRA and SIPC, a registered investment advisor. Centaurus Financial and Tremblay Financial Services are not affiliated companies. We take the protection of your data and privacy very seriously. Per the California Consumer Privacy Act (CCPA), please visit the following link to learn more.
