Pure Financial Advisors, LLC
A+ Grade
Financial in 1
Showing 61 - 70 of 105 results
Financial Advising
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Woodland Hills
(5 reviews)
Closed · Thursday
$ - $$
Jeff Brecht from Pure Financial is friendly, intelligent, an expert in his field, and I really trust him to take care...
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Financial Advising
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Encino
(3 reviews)
Closed · Thursday
$ - $$
David and his colleagues at Navalign manage my employer's 401k program. They have selected the best-performing funds ...
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Financial Advising
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Winchester
(3 reviews)
Closed · Thursday
$ - $$
Carolyn and her team are dedicated to doing all they can to help individuals achieve their financial goals. They pri...
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Financial Advising
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Manhattan
(3 reviews)
Closed · Thursday
$ - $$
Chris and Zack are great. They listen to any questions and do a fantastic job answering and guiding you. They always ...
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Insurance
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Miami
(3 reviews)
Closed · Thursday
$ - $$
Working with Robert Bonilla at Comfort Insurance & Finances has been an absolute game-changer - I cannot recommend hi...
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Financial Advising
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Victoria Park
(3 reviews)
Closed · Thursday
$ - $$
Global Wealth Management and in particular John Thomas and Tiffany Schrier have been absolutely wonderful in guiding ...
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Financial Advising
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Town N Country Alliance
(3 reviews)
Closed · Thursday
$ - $$
If you are looking for a firm that treats your financial future like a high-stakes mission, Florida Financial Advisor...
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Financial Advising
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South Beach
(3 reviews)
Closed · Thursday
$ - $$
David Kassir has been working with me for years. He has helped me through the years with financial planning and inves...
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Financial Advising
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Brickell
(3 reviews)
Closed · Thursday
$ - $$
David was patient with me thru the entire process. Very nice to talk with and get clear … More
Financial Services
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Woodland Hills
(3 reviews)
Closed · Thursday
$ - $$
Providence Financial has helped me consolodate a lot of accounts into a few manageable accounts. Their systems involv...
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This service is listed on HandyHubb but has not been claimed yet. Pricing and details may vary.
J
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
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 retirement, in retirement, had a life-altering event or need investment advice, our fee-only fiduciary financial advisor team will help craft an investment strategy and retirement plan based on the best interest of your financial goals.
Reviews
(5) Reviews for this company
J
Judy Morrissey
5
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
5
Our financial advisor, Peter, Pure Financial is straightforward and thorough in advising financial planning and strategies. He clearly explains financial options available to us. W... 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 Read More
S
sheila bose
5
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... 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 Read More
M
Michelle Wagner
5
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 t... 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. Read More
B
Bonnie Anderson
5
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. J... 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 Read More