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Tremblay Financial

Email address and contacts

Quick try with Charissa Fleenor from tremblayfinancial.com

Tremblay Financial company description

Tremblay Financial has been locally owned and operated in Santa Barbara, CA for over 20 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 offered through Centaurus Financial, Inc., member of FINRA and SIPC, a registered broker/dealer and registered investment advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability has been reviewed and determined. Tremblay Financial Services and Centaurus Financial, Inc. are not affiliated.

Key Employees

  • Charissa Fleenor
    Client Services Representative
  • Michael Morando
    Financial Advisor
  • Tim Tremblay
    Owner

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