Tremblay Financial Services
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, 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.
7-day free trial · no credit card
Verified contacts
7
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
2
across 2 depts
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
64
organic / mo
Hiring · 2 open positions across 2 departments
Sign up free to see all 7 verified contacts at Tremblay Financial Services
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- TT
Tim Tremblay
Owner · General Business & Management
EmailPhone - CD
Charissa Duston
Client Services Representative · Customer/Client Service
EmailPhone - MM
Michael Morando
Financial Advisor · Finance & Accounting
EmailPhone
Showing 3 of 7 verified contacts
Top roles at Tremblay Financial Services
6 distinct titles indexed · top 6 shown.
- 2owner
- 1bookkeeper, executive assistant, and digital marketing coodinator
- 1client services representative
- 1financial advisor
- 1financial consultant
- 1financial services assistant
Sign up to unlock all 7 contacts at Tremblay Financial Services
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Tremblay Financial Services
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.