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Pure Financial Advisors, LLC
Independent financial planning with clear guidance for retirement and growth.
5
Business
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Independent financial planning with clear guidance for retirement and growth.
Pure Financial Advisors, LLC is an independent financial planning and advisory firm in Brea, CA. Clients praise thorough analysis, tailored plans, and ongoing portfolio management aligned with retirement and long-term goals. Reviews note regular 4-month portfolio reviews, adjustments to tax strategies, and transparent, small percentage fees. The firm is trusted for clear explanations and peace of mind.
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Customized strategies to secure and grow your retirement assets, including portfolio management and goal alignment.
Professional management of investments with regular reviews and adjustments based on market conditions and risk tolerance.
Expert advice to minimize taxes and enhance financial efficiency through strategic planning.
Comprehensive assessment of your finances to create a clear, up-to-date picture and actionable plan for long-term objectives.
Unbiased, client-focused guidance without conflicts of interest, ensuring decisions align with your best interests.
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Overall rating
James Olson
Pure Financial is what is known as a truly independent financial planning, advice and services provider. They have kept our best interests at the forefront of their services to me and my wife for over 3 years now. They are very thorough in their analysis of our finances and assets, and provide a regular, up-to-date, and complete picture of where we stand in terms of meeting our long term goals. Investment and portfolio performance is reviewed with us every 4 months, and adjustments to investment and tax strategies are made based on feedback and discussion during those reviews. Pure is very easy to work with, and I trust them implicitly in managing our portfolio during our retirement. Yes, their services do cost a small percentage of the value of the portfolio they manage for you, but the cost is very reasonable given the value of the advice and planning they provide. I am a passive investor, and knowing that someone else who knows far better what they are doing than I do gives me great peace of mind when it comes to managing my assets during retirement.
Beth B
My advisor Tony has helped my retirement accounts grow at an amazing rate. I was a little worried about the initial outlay of money to obtain their services, but I no longer care about fees--my accounts are being managed diligently by a team of professionals. The fees seem reasonable because, when all is said and done, my account is growing at a very nice rate!
Danielle Vincent
Joe Sanchez started working with my mom a couple years ago, since she had been self-managing her investments for her whole life. As she went further into her retirement, I felt it was important to bring in professional portfolio management. Not only has Joe expertly managed the portfolio according to my mom's financial goals, he works with me to ensure we're making the best overall financial decisions in this unpredictable market. In the course of management, Joe has saved significant taxes and has personalized the investments to accommodate our risk tolerance and overall financial goals. I appreciate Joe's work and expertise, and hope to work with him for many more years.
Rosa Gomez
Joe Sanchez has been an amazing financial advisor. I have recommended him to many of my friends and family members. I trust him to make the financial decisions I can't make and don't understand. He explains them in a way I can understand. He has a great plan set up for me. I appreciate the time he takes with me as I am not very financially literate. He's been amazing!
Rosa Garfio
We were fortunate to be matched with Alex Valles as our financial advisor when we had our first meeting. We gave him all our financial information and he provided us with a financial plan that worked for us. It was the best decision we could have made for our retirement.
