Parsonex has an office in City Tower in Orange, California, serving Orange County and nearby Los Angeles County communities, including Anaheim, Santa Ana, Tustin, Garden Grove, and Long Beach. Our Orange team works with police officers, sheriff's deputies, firefighters, and other public employees on retirement planning. Team members have served with the Los Angeles County Sheriff's Department. We help you make sense of your pension, the DROP program, termination pay, and the 457(b) deferred compensation plans offered by counties, cities, and other public agencies, and we work through pension rollover questions and the timing of retirement and Social Security. Many clients come to us a few years out, wanting a second look at a pension or 457(b) decision. We also help individuals, families, and retirees across Orange County with retirement income planning, IRA and 401(k) rollovers, traditional and Roth IRAs, and life insurance. Brokerage clients generally pay commissions on transactions. Our Form CRS explains how we are paid, and you can verify our registrations on FINRA BrokerCheck. A firm can earn more when you roll money into an account with it, so ask us how we are compensated. Meetings are by appointment, at our Orange office or by video. Securities offered through Parsonex Securities, Inc., Member FINRA/SIPC.
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 non-commissioned, experienced financial professionals. Pure Financial does not sell products, earn commissions or receive referral fees from any source. Our specialty is retirement and pre-retirement financial planning, retirement income and asset management with an emphasis on tax reduction. 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.
Our experienced Financial Advisors create a specific investment strategy tailored to meet your individual financial needs.
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James V. Peters, CLU, ChFC, offers securities through Centaurus Financial, Inc., member FINRA/SIPC, a registered broker/dealer. CFI and Grace Wealth Mgmt. are not affiliated companies. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Supervisory office: 2300 Katella Ave., Anaheim, CA, 92806. 714-456-1790.
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