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      Pure Financial Advisors

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      Pure Financial Advisors reviews

      Financial Planner - Financial Planner Pure Financial Advisors Employee Review

      1.0
      May 7, 2017
      Financial planner
      Recommend
      CEO approval
      Business outlook

      Pros

      They give you leads and you don't need to drive to see clients as clients come to you. They cover medical for employee only which is nice. But very expensive if you have a family.

      Cons

      Management is arrogant, inappropriate, and complete liars. They do not support and try to demoralize you with scripts, negativity, and poor culture! They make fun or associates, clients, and is an HR problem ready to implode. They can't fire their president Joe because he brings a lot of the leads, the CEO and Joe dislike each other and he shouldn't be in management. He's a sales guy with a president title. Other management within the company are very poor.

      Explore other reviews about Pure Financial Advisors

      5.0
      Jun 11, 2026
      Financial advisor
      Recommend
      CEO approval
      Business outlook

      Pros

      - Strong company reputation within financial planning industry - Advisors receive useful training from experienced staff - Professional environment during client consultations - Workplace expectations are well-defined - I am able to handle responsibilities independently

      Cons

      Performance pressure increases when numbers fall behind

      5.0
      May 30, 2026
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Enjoying the client interactions and creating positive experiences for customers. Focus on professional development and quality service. I've learned a lot about handling paperwork, assisting operations, and helping with workshops. Solid benefits package (paid time off, healthcare coverage, retirement matching) and long-term stability.

      Cons

      A lot to juggle on busy days

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