Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.Learn More
Investments & Insurance
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Barbara Trombley is a Certified Divorce Financial Analyst and can help you navigate the specific money issues that come up during a divorce.
Understanding Today's Financial Environment
Welcome to Trombley Associates. We are an independent financial services firm in Wilbraham, MA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Trombley Associates has over 50 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
A quick look at how federal income taxes work.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
At what point can you call a personal vehicle commercial?
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
When do you need a will? The answer is easy: Right Now.
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.