Financial Advising in Woodland Hills, CA | Pure Financial Advisors, LLC
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Pure Financial Advisors, LLC

6320 Canoga Ave #920, Woodland Hills, CA 91367

A+ Grade

What People love about this company

Phillip Bergreen

Review

Our financial advisor, Peter, Pure Financial is straightforward and thorough in advising financial planning and strategies. He clearly explains financial options availabl...

read more

Judy Morrissey

Review

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 plan...

read more

Bonnie Anderson

Review

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...

read more

Michelle Wagner

Review

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...

read more

sheila bose

Review

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 recommen...

read more

About Pure Financial Advisors, LLC

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 more

About Pure Financial Advisors, LLC

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 more

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Reviews

(5) Reviews for this company

1 Stars

0%

(0)

2 Stars

0%

(0)

3 Stars

0%

(0)

4 Stars

0%

(0)

5 Stars

100%

(5)

Avg Rating:

Quality of Service:

5

Response time:

5

Behavior:

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


Photos

Reviews

(5) Reviews for this company

1 Stars

0%

(0)

2 Stars

0%

(0)

3 Stars

0%

(0)

4 Stars

0%

(0)

5 Stars

100%

(5)

Avg Rating:

Quality of Service:

5

Response time:

5

Behavior:

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


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