
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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Founded in 1998, we represent a group of independent financial advisors, wealth managers, and insurance professionals. With roots in the Pacific Northwest, and serving over 25,000 clients nationally, we continue to expand our advisor support to regions across the country. Our bedrock is our culture, platform, and people. Pacific Capital was designed from the ground up, by advisors, for advisors. As an independent firm, our focus has always been creating the ultimate advisor experience. Our environment inspires and enables advisors to reach new levels in their practice, while elevating the clients experience of financial planning as a collaborative, results-driven process....
Financial planning,insurance brokerage,wealth management,business planning,and asset protection
Pacific capital resource group operates in the Financial services industry.
Pacific capital resource group's revenue is 11m - 100m
Pacific capital resource group has 51 - 200 employees.
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