Burr Financial, Inc

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Burr Financial, Inc Full Service Wealth Management Securities offered through J.W. Cole Financial, Inc. (JWC)Member FINRA/SIPC (www.finra.org and www.sipc.org respectively). or J.W.

Advisory services offered through J.W. Cole Advisors, Inc (JWCA). Burr Financial is not affiliated with JWC/JWCA. This website should not be seen as an offer to buy or a solicitation to sell securities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of J.W. Cole Advisors, Inc. We help you plan your financial future and your legacy. We consider five critical areas of financial planning along with your family traditions, history, values, life lessons, and wishes.

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. Fr...
10/30/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic ...
10/28/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

A disability could keep you from work and increase costs. How can you protect yourself?
10/26/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

When was the last time you updated your will?
10/23/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
10/21/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
10/19/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

10/16/2026

Consider a bucket plan to go with your bucket list.

10/14/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
10/12/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
10/09/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Address

2659 Townsgate Road, Ste 109
Westlake Village, CA
91361

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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