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BROOKE MCDANIELS Email
Assistant To CFP/Special Projects Coordinator . Pacific Capital Resource Group
Bellevue, WA
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Employees:
52Revenue:
$12.5MAbout
Pacific Capital Resource Group, Inc. serves the needs of individuals, business owners, professionals, and their families. We are a full-service financial services firm. Our network of professionals includes Certified Financial Planners, Chartered Financial Consultants, attorneys, CPAs, trust officers, actuaries and a broker/dealer. We help you identify your current financial situation, determine your future financial objectives, and then implement a program to help you achieve those objectives. When appropriate, we will work together with your other financial professionals. We take the commitments we make to our clients seriously, and we are dedicated to providing you quality products and services. Toward that end, each of our associates receives ongoing training and education in insurance, investments, business, retirement and estate planning. Pacific Capital is a group of experienced professionals, managing the assets and guiding the financial lives of thousands of clients through the Pacific Northwest. We welcome the opportunity to work with you.Pacific Capital Resource Group Address
10900 NE 8th Street, Suite 1550Bellevue, WA
United States