Discover

FINANCIAL ORDER &

FINANCIAL PEACE

At E.P. Tremblay Financial Advisory and Planning, know your money is in the right hands. Prepare, manage and maximize your personal and business finances with experts you can trust. 

Connect With Our FP&A Team Today!

INDIVIDUALS

Make a positive impact on your net worth. Our financial advisors will assist you in implementing successful tactics that will help you manage your personal income and expenses. Managing your investments to maximize return, helping you prepare for future events like education expenses, retirement and long term care expenses.

 

We'll work with you to make sure items such as legal documents are in order to address estate and long term care planning. We¹ll project tax liabilities and look for tax savings opportunities and to maker sure that everything is coordinated across all 4 of the quadrants of financial management.

BUSINESSES

Managing Cash Flow Projections and Tax Savings. Our financial advisors can consult with your business on projections, budgeting, pricing studies, and investment positioning. Our experts can help you manage retirement plans, estate preservation, exit or succession planning, and tax planning. We can help your business transition to well managed and efficient information systems and cloud based computing interfaces.

Office Desk

OUR FINANCIAL ADVISORS CAN ASSIST WITH

✓ INVESTMENTS

✓ PORTFOLIO MANAGEMENT

✓ FINANCIAL PLANNING

✓ ADMINISTRATIVE NEEDS

✓ INVESTMENTS

✓ ESTATE PRESERVATION

✓ EXIST OR SUCCESSION PLANNING

✓ TAX PLANNING

✓ PRICING STUDIES

✓ BUDGETING

✓ ESTATE PLANNING

✓ LONG TERM CARE PLANNING

✓ ESTATE PRESERVATION

✓ CASH FLOW PROJECTIONS

AND MUCH, MUCH MORE

unnamed.png

SERVICES AND RESOURCES

 CONTACT US

E.P. Tremblay
35 Bowker Terrace
Somerset, MA 02726
Phone: 508-675-7557

Fax: 508-567-1196.

  • Facebook Clean
  • Twitter Clean

© 2019  E.P. Tremblay created by Kristy-Lee Deorsey | Tetreault Advertising