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Tremblay Financial Services is an independent investment firm located in Santa Barbara, CA, owned by Timothy Tremblay. Tim has been a long-time member of the Santa Barbara community, and he joined the financial services industry in 1983. The mission of Tremblay Financial Services' team of highly qualified financial advisors is to offer its products and services to investment clientele using the highest standards of ethics. Tremblay Financial Services professionals continually educate themselves as they work to assist clien... read more
3902 State Street, Suite 101, Santa Barbara, CA, 93105, United StatesGet directions
|Mon||7:00 a.m. to 4:00 p.m.|
|Tue||7:00 a.m. to 4:00 p.m.|
|Wed||7:00 a.m. to 4:00 p.m.|
|Thu||7:00 a.m. to 4:00 p.m.|
|Fri||7:00 a.m. to 4:00 p.m.|
I am a fifty plus baby boomer. When it was time to plan for retirement, I searched for an adviser that had been in business for 10 + years, who is trustworthy, competent, & provides well thought out solutions. After trial & error, mostly error, my CPA recommended Tremblay Financial Services. I've been working with Tremblay Financial Services since 2012. I couldn't imagine working with anyone else. I have introduced many colleagues, friends, & clients since then all of which report remarkable success.
Taylor Snider has been phenomenal. I really appreciate his transparency especially when it comes to the rates. There’s sometimes can be very difficult to trust in financial advisors. I’ve never once doubted Taylor’s integrity. Not to mention the fact that he always returns my calls even on the weekends usually within 30 minutes or less. These are the qualities you must have an a financial advisor. If you were looking for a financial advisor, and even if you’re not. Having a 30 minute conversation with Taylor would be well wo... read more
Tim and his staff are the best! Always helpful and they take good care of our 💰 💰!! They are #1 every (?) year for a reason.
There's an old adage on the internet...if you're not paying for it, you're the product, not the customer. This is equally true in the financial world where, if you aren't paying your advisor directly, someone else is and they may not have your best interests in the front of their mind. Your first view of Tremblay Financial is when you pull into the lot and park your beater car next to a $180,000 electric BMW supercar. It only goes downhill from here as you are treated to the finest investment options any good Fiduciary wo... read more
Michael and Tim are great financial advisors!
Tremblay Financial Services has a 5 star rating with 10 reviews.
Tremblay Financial Services is closed now. It will open tomorrow at 7:00 a.m.