Burr Financial, Inc

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 as

sure 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.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
06/05/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you re...
06/03/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

06/01/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

If you died, what would happen to your email archives, social profiles, and online accounts?
05/29/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

When was the last time you paid yourself first?
05/27/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Protect yourself from identity theft.
05/25/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
05/22/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
05/20/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the h...
05/18/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

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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