Tremblay Financial Services helped my family member with a time-sensitive retirement account issue. They were thorough in explaining options and in reducing the number of steps he had to take to complete the transaction. We are happy to have them on our side. read more

Think carefully before investing with this company. They will put you in investments that are not liquid, " meaning you can't get your money out till you die"!!! Also, heavily invest in annuities that have long maturities. Locks up your money for long periods of time. Buyer beware!!!! read more

Everyone was accommodating and kind, but all for the wrong reasons. 10 years ago I knew nothing about investing and I sought Tim Tremblay's advice and support. I thought that was what you were supposed to do. He steered me toward an annuity that I am now stuck in. It made him a fat commission and it has made me basically no money and is impossible to get out of. Avoid this company like the plague. I would have been 6,000% better off if I had simply purchased an index fund. Also DO NOT purchase annuities. I wish I had known. read more

There's an old adage on the internet...if you're not paying for it, you're the product, not the customer.  This is equally true in the financial world where, if you aren't paying your advisor directly, someone else is and they may not have your best interests in the front of their mind.  Your first view of Tremblay Financial is when you pull into the lot and park your beater car next to a $180,000 electric BMW supercar.  It only goes downhill from here as you are treated to the finest investment options any good Fiduciary would warn you away from...life insurance annuities, non-liquid and non-publicly-traded REITs, quasi-mutual funds that result in 20 pages of schedule D trades added to your 1040.  We went to Tremblay to simplify our finances, which they did by losing us money on nearly every single investment they made for us during the historic bull markets of 2016-2019...no money, no problems, right? Update: I finally closed out the last of the biggest financial mistake of my life that was Tremblay. Because Tremblay invests you in off-market trash that you cannot independently value, you get stuck with all these weird banks and companies you've never heard of. Got a letter from one, turns out when the awful, off market REIT they sold us went public, some of the shares ended up in a totally different account which was now about to be forfeited to the state. I immediately closed that account and sold the entire position, a loss of 60% of the original principal invested. Tremblay was the best financial education of my life...if you're not paying your advisor, you are the product, not the customer. read more

I am a Tremblay Financial Services client working with one of their Financial Advisors out of the Santa Barbara CA. office. Three years ago I invested in two alternative vehicles which both are very conservative and income producing (similar to my risk assessment). Today, One of them "Moody" has been and turned into a very poor performer. In fact the Advisor indicated Moody had a max of 6 years and you could redeem your investment and would pay 7% distributions interim . This Advisor disclosure is not even close to the SEC Form 10K Moody files with SEC. The Form 10k states shares are redeemable IF the board determines so, AND IF SO, a 5 percent penalty is charged on the redemption balance. In addition, Form 10K also states any investment in Moody is considered a very long term vehicle with no favorable redemption probability . NONE of this was disclosed by the Tremblay Financial Advisor. In fact, just the opposite. Within 6 months of investing with Moody, Moody merged REIT 1 and 2 (15 hotels total Q4 2017) which resulted in a $10000.00 dollar loss in my capital. Fast forward three years to March 2020, my actual ROI is 3 percent still accounting for a $8800.00 capital loss. Today Moody is not paying distributions (open ended) and will not RETRO any distributions in this period of no income distributions. In short , they hold my funds and pay nothing. Upon emailing the Financial Advisor these new facts (Form 10K), the firm Tremblay / Advisor punted my accounts to their Centaurus parent complaint company in the LA area. Is this the worse possible Client customer service? YES and VERY WEAK business ethics of Tremblay Financial Services and basically zero followup by the Advisor 3 years interim. I would NOT NOT recommend Tremblay Financial Services or any of its Commissioned Financial Advisor's. STAY AWAY AVOID They sell what brings the highest commissions and ignore the client after the sale. read more

The company is awful (see my prior review). However, one of their assistants, Tom Snider, was promoted to advisor status recently. I wish him well. He tried very hard to deal with me honestly, even if his immediate boss,Kelly Slaught, now with California Wealth Advisors, did not. read more

I've no head for finance but if one my 40 years financial advicer recently spent 2 1/2 hours with me going over my Tremblay investments.... she pointed out several things such as "benefits deductions" were almost exactly 1/3 of my investment earnings and that 1/3 was charged by Tremblay. Recently a long time agent there left because she "outgrew her office" her publicity stated .... to start her own company, advertsing herself and this company. Meanwhile, her "broker/oversight authority, etc. " or whatever the right word is remainsTremblay who immediately offered to change/leave one of my investment vehicles because 'it wasn't safe enough". That person neglected to point out that it would have cost me more than $4,000 to move to the Tremblay vehicle because my originally Tremblay vehicle has not matured .....and I had previously understood that it is unacceptable professional behaviour to couch clients of the same/former establishment and possibly unethical. Months ago my tax guy had asked questions about some things they did ... wish I had listened back then. read more

Kelley Slaught has been wonderful to work with. I've know her for 30 yrs AND she's always had my best interests in mind. Often I am not as conservative as I should be, thus she's a great balance for me and keeps my portfolio on track! read more

Kelly Slaught is the best!!She takes care of all my financial needs!! she really knows how to diversify your investments!!

Kelley has taken the world of finance/investments and made it easy to understand. She takes the time to walk me through everything so I am comfortable about where my money is and how it is growing. I know I will be able to make my financial goals with her help. read more

Tremblay Financial Services is one of the best services for helping people meet their specific needs in these trying times. Kelley has advised me and looked at my entire investments and advised me as to my personality type and financial needs, to secure the best selections of investments. I love going to the investment meetings to learn about different forms of investments and their returns. Kelley also has a women's seminar that has been very informative in many ways. read more

Michael Morando is knowledgeable and attentive. The investment meetings are a great learning tool. I really appreciate the time and attention to detail that Tremblay Financial Services gives each of their clients. Thank you Michael Morando and Tremblay Financial Services for your great informative (and non pressure) services. read more

I have been very pleased with the services at Tremblay Financial Services. Kelly Slaught has provided solid options to fulfill my financial goals. I know that she has researched each company and presents to her clients only those opportunities with excellent 'track records'. I appreciate their focus to educate their clients which assist us in making informed decisions. I trust Kelley and Trembley Financial to support the best interests of their clients. read more