Who We Are

Who We Are



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.

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What We Do

What We Do

We offer a no-fee consultation to gather information and create a custom plan for you. Being an independent firm, we have access to many investment strategies. We combine our knowledge of investments, tax and estate planning and good, old-fashioned customer service to help you achieve your financial goals.

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Our Story

Our Story

In 1965, Ray Trombley had the vision to create a financial planning business that would make a difference in people’s lives. Almost sixty years later, our initial client’s extended family and many new clientele have become part of our Trombley Associates family. Mike and Barbara are honored to continue his dream and help the next generation of clients with the same trust and enthusiasm that our company represents.

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 Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Retirement Planning

Retirement Planning

We will help you come up with a tax-efficient strategy to claim social security and/or pensions and withdraw from your assets to give you the best chance to achieve your retirement goals.

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Investments & Insurance

Investments & Insurance

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

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Tax and Estate Planning

Tax and Estate Planning

Proper tax management and estate planning will help to secure your legacy for generations to come.

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Divorce Services

Divorce Services

Barbara Trombley is an experienced Certified Divorce Financial Analyst and can help you navigate unexpected life events.

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Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.
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Have a question? We're ready to help.

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