Tremblay Financial Services

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Tremblay Financial Services company description

Tremblay Financial has been locally owned and operated in Santa Barbara, CA for over 25 years. It was founded on one simple principle: we do what's best for our clients. And we've been doing that ever since. We are truly independent, meaning we don't have any sales quotas or extra incentives for choosing some products and services over others. Our recommendations are based entirely on the client's goals and objectives; we do what's best for our clients. We're all about family. When you call in, an actual person will answer the phone because we think talking to our clients is more important than convenience. We know you're calling because it's important and we want to help you as soon as we can; we do what's best for our clients. And when it comes to service, we have the best, most hard-working staff on the Gold Coast. Securities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: AZ, CA CO, FL, HI, KY, MN, PA, SC, TN, VA, WA. Tremblay Financial Services and Centaurus Financial, Inc. are not affiliated.

Key Employees

  • Michael Morando
    Financial Advisor
  • Vanessa Freel
    Bookkeeper, Executive Assistant, and Digital Marketing Coodinator
  • Esteban Zepeda
    Financial Services Professional

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New team members of Tremblay Financial Services

Troy Tremblay
Financial Consultant
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