3902 State Street, Suite 101
Santa Barbara, CA 93105
info@tremblayfinancial.com
Office: 805.569.1982
Toll-Free: 888.569.1982
Fax: 805.569.5767
Mon-Fri: 7:00 AM – 4:00 PM
Sat: By Appointment
Financial Advisors Santa Barbara CA
Contact Us
Santa Barbara - Main Office
About Santa Barbara
Tremblay Financial Services was established in 1997 in beautiful Santa Barbara CA. Connected via U.S. Highway 101 to Los Angeles 100 miles to the southeast and San Francisco 325 miles to the northwest, we enjoy our view of the Santa Ynez Mountains every day. Our climate is often described as Mediterranean, and our region is proudly becoming known as one of the best wine producing areas in the world. Situated on a south-facing section of coastline, Santa Barbara lies between the mountains and the Pacific Ocean.
In and beyond the Santa Ynez Mountains is the Los Padres National Forest, which contains remote wilderness areas. The Channel Islands National Park is located approximately 20 miles offshore. 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 Investment Approach
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.
Benefits Of Working With Tremblay Financial Services
- The people we meet with come away with a clear picture of where their financial health is at and a road map that spells out their financial goals and how to tackle the 3 big retirement concerns.
- We hand our clients “The Triad”—our proven code for successful investing, even during challenging periods of market volatility.
- Our clients can rest easy knowing they’re supported by a financial team that’s been in business for nearly three decades and has been voted among the best financial advisors in Santa Barbara.
Attend an Event
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.
Watch Our Webinars
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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