Team
Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Mike is a managing partner and financial consultant at Trombley Associates. After being a client of his dad’s for many years, Mike eagerly followed in his footsteps.
Barbara is an owner and financial advisor with Trombley Associates. She creates financial plans and gives investment advice to new clients as well as servicing existing clients.
Ray was the founder of Trombley Associates, formerly known as Ray Trombley Associates. After almost a half-century in the business, Ray was one of the most respected professionals in the western Massachusetts area.
Helene began her career at Investors Diversified Services (now Ameriprise) as a customer service representative. Helene has been the Office Manager of Trombley Associates for over 30 years.
Kim has been the head of operations at Trombley Associates since 1996. Kim provides a solid foundation of customer service for the company.
Cindy joined Trombley Associates in May 2015 with more than 30 years of office and financial management experience in a variety of work environments including banking, real estate, construction and direct sales. She understands the...