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Business Profile

Financial Services

Tremblay Financial Services
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(805) 569-1982Email BusinessWrite a Review

About

Overview

Tremblay Financial Services

3902 State St Ste 101

Santa Barbara, CA 93105-3114

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Tremblay Financial Services has 2 locations, listed below.

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    BBB Accreditation & Rating

    Tremblay Financial Services is BBB Accredited.

    BBB accredited business seal

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    Tremblay Financial Services provides comprehensive financial planning and investment management, specializing in retirement, estate, tax, and insurance strategies. 

    BBB Accredited Since: 1/30/1998

    Years in Business: 24

    Products and Services

    • Retirement Planning
    • Estate Planning
    • Tax Planning
    • Annuities
    • Charitable Giving Strategies
    • Investment Management
    • Life Insurance
    • Long-Term Care Planning
    • Medicare Guidance
    • Social Security Planning
    • College Savings Planning

    Business Details

    Local BBB:
    BBB of the Tri-Counties
    BBB File Opened:
    1/30/1998
    Business Started:
    3/11/2002
    Business Started Locally:
    6/24/1997
    Business Incorporated:
    6/28/2010
    Type of Entity:
    Corporation
    Business Management:
    Mr. Timothy Tremblay, Owner
    Customer Support

    Additional Contact Information

    Principal Contacts
    Mr. Timothy Tremblay, Owner
    Customer Contacts
    Mr. Timothy Tremblay, Owner
    Additional Email Addresses
    Primary: Email this Business
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Other Resources
    Department of Insurance
    300 South Spring Street, 14th Floor
    Los Angeles CA 90013
    Phone Number: (213) 346-6464
    http://www.insurance.ca.gov
    [email protected]
    Business Categories
    Financial Services, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Long Term Care Insurance, College Savings Plans

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.