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June 2023 by Faro Prestigiacomo
Tim and his staff are the best! Always helpful and they take good care of our ? ?!! They are #1 every (?) year for a reason.
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April 2023 by Vitoria Aparecida Da Silva Tavares
I highly recommend Tremblay Financial Services to anyone looking for top-notch financial guidance. The team is knowledgeable, professional, and truly cares about their clients' financial success. Whether you're looking to invest for the future or plan for retirement, Tremblay Financial Services is the way to go.
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October 2022 by Larry Gapinski
I am a fifty plus baby boomer. When it was time to plan for retirement, I searched for an adviser that had been in business for 10 + years, who is trustworthy, competent, & provides well thought out solutions. After trial & error, mostly error, my CPA recommended Tremblay Financial Services. I've been working with Tremblay Financial Services since 2012. I couldn't imagine working with anyone else. I have introduced many colleagues, friends, & clients since then all of which report remarkable success.
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October 2022 by Anthony Hanks
Great personalized service and timely communication!
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August 2022 by Sergio Aoun
Working with such experienced financial advisors, Tim & Michael, has been the best decision I have made;They will guide you step by step on how to eliminate the pain and hassles of the investment landscape and finally live a stress-free retirement.Hats off for the dedicated financial advisors and the whole team behind Tremblay Financial Services!
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August 2022 by Emile Chalfoun
Michael and Tim are great financial advisors!
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April 2022 by Dan R.
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.
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September 2020 by Dustin Alliano
Taylor Snider has been phenomenal. I really appreciate his transparency especially when it comes to the rates. There’s sometimes can be very difficult to trust in financial advisors. I’ve never once doubted Taylor’s integrity. Not to mention the fact that he always returns my calls even on the weekends usually within 30 minutes or less. These are the qualities you must have an a financial advisor. If you were looking for a financial advisor, and even if you’re not. Having a 30 minute conversation with Taylor would be well worth your while I highly recommend it.
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January 2020 by N A.
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.
