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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Military families face unique challenges, making personal finance even more critical.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Earnings season can move markets. What is it and why is it important?
What can be learned from the savings rate?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Are Real Estate Investment Trusts right for your portfolio?
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
It’s never a bad time to speak with your financial advisor about changes in your situation.