With headquarters in Santa Barbara, California, Tremblay Financial Services is proud to open our newest location in Nashville, Tennessee. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
The Team: Tremblay Financial Services in Nashville
Our Mission
At Tremblay Financial Services, our mission is to empower our clients to achieve financial security and peace of mind. With a client-first approach, we provide personalized investment strategies tailored to their unique investment goals and aspirations. Our dedicated team of experienced financial consultants and support staff is committed to delivering exceptional service, unbiased advice and comprehensive solutions that prioritize our client’s well-being over any corporate interests. We aim to foster long-lasting relationships built on trust, integrity and open communication ensuring our clients have the knowledge and guidance needed to make informed financial decisions. Through our commitment to excellence, community involvement and ethical practices, we strive to be the trusted partner our client can always depend on for a secure financial future.
Helping Preserve and Grow Your Wealth
We utilize any number of services which we customize and tailor for you based on your goals and situation. The plan will focus on growing your assets, maintaining, and protecting the assets you’ve already accumulated, and passing on tax-advantaged wealth to your heirs.
At Tremblay Financial Services, we are completely independent of any one financial institution, and we put you first. Our approach is educational and our intention is to work with you and your family for the rest of your lives. At its most basic level, our goal is to help you live the retirement you want.
To do that, we start with three simple steps:
01. Discover
Imagine what your ideal retirement looks like, and explore what’s important to you.
02. Evaluate
Examine your current financial situation and determine your retirement income needs.
03. Plan
Develop a custom strategy for your future so that you can take steps toward meeting your retirement goals.
Our Story
Troy Tremblay’s father, Tim Tremblay, founded Tremblay Financial Services as an independent investment firm in Santa Barbara in June of 1997. After working in the financial services for nearly two decades, Tim decided that offering clients a wide range of investment options as well as full-service financial planning without obligation to any one financial institution was the best way to meet their needs.
Since 1997, Tremblay Financial has continually offered clients access to the best investment options—no agendas, no sales quotas to meet, no strings attached. From life insurance to college tuition savings plans, retirement planning to estate planning, the Tremblay team of financial advisors offers a full-service approach, tailor made to fit your custom needs.
Resource Library
Part of our mission is founded on the principle of education, that’s why we post informational blogs, educational videos and more to help you get a better grasp on the latest tips and trends in the marketplace.
Our Services
We partner with attorneys and tax professionals as well as utilize hundreds of different strategies from dozens of financial institutions to create your customized financial and retirement plan.
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.
Free Download!
12 Retirement Risks Everyone Should Prepare For.
Are you really prepared for retirement? Our free ebook can help you find out. Register today to receive your complimentary copy.
If you are visiting our office, although our address is technically ‘White Bridge,’ the easiest way to find our location is to enter on a street near the corner of the retail center called ‘Brookwood Terrace.’ There is ample parking there.
Nashville
Tremblay Financial Services
73 White Bridge Road Suite G-1
Nashville, TN 37205
Contact Us
At Tremblay Financial Services, we’ve built our reputation on providing sound, timely investment advice. Make sure you are on track for the retirement you want. Get a new plan based on your actual retirement goals—or a second opinion on your current plan. We’re here for you!
