What do you want to find?

Pacific Capital Resource Group

Add to Favourites
Write a Review Read our Reviews
5.00 (2 reviews)
Pacific Capital Resource Group
2 main
2.1
2.2
2.3
Contact Information OUR ADDRESS
10900 NE 8th St Ste 1550
Bellevue, WA 98004

Phone Number
Call (425) 641-8788
Visit our website
http://pcrg.com/new/pcrg/

Description

Welcome to Pacific Capital Resource Group, Inc.

It is my pleasure to introduce you to Pacific Capital Resource Group, Inc. Our objective is to help you, your family and your business prepare for a secure financial future. To accomplish this, we take a step-by-step approach to personal and business planning, designed to help you identify and address your unique goals and objectives.

Pacific Capital Resource Group, Inc. is a relationship-based financial services firm serving the needs of individuals, business owners, professionals, and their families. Our advisors have access to a network of professionals including 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 who manage the assets and guide the financial lives of thousands of clients through the Pacific Northwest. We welcome the opportunity to work with you.

Location

Bellevue, Washington
10900 NE 8th St Ste 1550

Rating

Your Review Awaits

Here are some suggestions to get you started.

Quality
5.00
Write a Review

Users' reviews

5.00

I've known the people at Pacific Capital Resource Group for years, and use them for my insurance and retirement needs.

Posted by on 09/27/2016

I've known the people at Pacific Capital Resource Group for years, and use them for my insurance
and retirement needs. Kyle Fukuchi and Sheldon Sweeney have taken really good care of me, and
have kept my needs and goals in mind every time we've met. I will be there again next week to
finish up my savings planning for 2016, and know that they will again treat my savings the way they
would treat their own, only better. My goals will be at the front and center at our meeting, and they
will help me reach them. Thank you, Kyle and Sheldon!

5.00

I can not speak for everyone working at PCRG, but Eric Ebi-Deprey has been able to earn my trust over the years.

Posted by on 11/08/2011

Numbers have been my candy ever since I was a kid. They speak to me in a way a brush strokes
speaks to an artist. Even when everything else has gone haywire, the numbers are always constant
and they always make sense.
Why would I need a financial adviser you ask? Because the market is a complicated place, full of
tragic as well as happy endings and even if you know numbers and finance, who has the time to
keep up with all if it. A good financial adviser is REALLY hard to find, establishing that trust and not
feeling like a dollar sign is key.
I can not speak for everyone working at PCRG, but Eric Ebi-Deprey has been able to earn my trust
over the years. We establish goals and we take steps to achieve them. He never pushes me in a
particular directions, he knows I do my own home work. I never felt pressured to buy insurance
policies or stocks or any specific mutual funds.
He is also great at reminding me, that most of my goals are long term, and when I freak out over a
recent dip in the market, Eric puts my mind at ease.
Put your money to work early, do not count on social security. Think about those around you who
depend on you and your financial security. It's never to early to start working with a financial adviser
and you do not need oodles of disposable income to achieve financial goals.