We 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.
Helping Clients Since 1965 ...
Welcome to Trombley Associates. We are a full-service financial firm in Wilbraham, MA specializing in retirement planning. We understand that people face unique challenges in their financial life. 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.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
One way to find money is to examine your current spending habits and eliminate money wasters.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There are three things to consider before dipping into retirement savings to pay for college.
Smart investors take the time to separate emotion from fact.
Investors seeking world investments can choose between global and international funds. What's the difference?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”