What People love about this company
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive, strategic retirement planning services and low-cost, tax-optimized investment management, with a fiduciary duty to act in our clients' best interests. All our advisors are CFP® Board certified, experienced, salaried employees. Pure Financial does not sell products, earn commissions or receive referral fees from any source. Whether you're nearing...
read morePure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive, strategic retirement planning services and low-cost, tax-optimized investment management, with a fiduciary duty to act in our clients' best interests. All our advisors are CFP® Board certified, experienced, salaried employees. Pure Financial does not sell products, earn commissions or receive referral fees from any source. Whether you're nearing...
read more(5) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(5)
J
Judy Morrissey
Peter Stokes is knowledgeable, responsive and personable. He and Pure Financial have done a great job for me these past 6 years--even through Covid!ServicesFinancial planning
P
Phillip Bergreen
Our financial advisor, Peter, Pure Financial is straightforward and thorough in advising financial planning and strategies. He clearly explains financial options available to us. We have enjoyed working with him over the last five years.ServicesFinancial planning, Estate planning, Retirement savings consulting, Tax planning
S
sheila bose
Jeff Brecht provides outstanding financial planning services, we’d be happy to recommend his services. He helped us confirm our readiness for retirement and made recommendations to improve our savings strategies. Overall, his ongoing services provide us peace of mind - well worth the fees!ServicesFinancial planning, Insurance purchase consulting, Retirement savings consulting, Investment advising, Tax planning, Wealth management
M
Michelle Wagner
I can’t say enough great things about my financial planner. He doesn’t just crunch numbers; he genuinely listens. Whether I’m venting about the market or asking the same question three different ways, he responds with patience, clarity, and a level of detail that makes me feel completely confident in my decisions. On top of that, his guidance has made me a ton of money, far more than I ever expected when I first started working with him. He has a rare combination of expertise, professionalism, and genuine care for his clients. I wouldn’t trust anyone else with my financial future.
B
Bonnie Anderson
Jeff Brecht from Pure Financial is friendly, intelligent, an expert in his field, and I really trust him to take care of my finances. He’s very focused and thorough, yet concise. Jeff’s a great communicator as well as listener, and I enjoy our meetings. I learn new things every time I talk to him. He’s done a great job with my investments even though we are having some challenges in the market! I’m so glad to be working with Jeff and highly recommend him.ServicesFinancial planning
(5) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(5)
P
Phillip Bergreen
Our financial advisor, Peter, Pure Financial is straightforward and thorough in advising financial planning and strategies. He clearly explains financial options available to us. We have enjoyed working with him over the last five years.ServicesFinancial planning, Estate planning, Retirement savings consulting, Tax planning
J
Judy Morrissey
Peter Stokes is knowledgeable, responsive and personable. He and Pure Financial have done a great job for me these past 6 years--even through Covid!ServicesFinancial planning
B
Bonnie Anderson
Jeff Brecht from Pure Financial is friendly, intelligent, an expert in his field, and I really trust him to take care of my finances. He’s very focused and thorough, yet concise. Jeff’s a great communicator as well as listener, and I enjoy our meetings. I learn new things every time I talk to him. He’s done a great job with my investments even though we are having some challenges in the market! I’m so glad to be working with Jeff and highly recommend him.ServicesFinancial planning
M
Michelle Wagner
I can’t say enough great things about my financial planner. He doesn’t just crunch numbers; he genuinely listens. Whether I’m venting about the market or asking the same question three different ways, he responds with patience, clarity, and a level of detail that makes me feel completely confident in my decisions. On top of that, his guidance has made me a ton of money, far more than I ever expected when I first started working with him. He has a rare combination of expertise, professionalism, and genuine care for his clients. I wouldn’t trust anyone else with my financial future.
S
sheila bose
Jeff Brecht provides outstanding financial planning services, we’d be happy to recommend his services. He helped us confirm our readiness for retirement and made recommendations to improve our savings strategies. Overall, his ongoing services provide us peace of mind - well worth the fees!ServicesFinancial planning, Insurance purchase consulting, Retirement savings consulting, Investment advising, Tax planning, Wealth management
Sellers can share their experiences working with customers here.