PACIFIC CAPITAL RESOURCE GROUP, INC.
10900 Northeast 8th Street, Suite 1550, Bellevue, WA 98004
Since 1998
Estate, Distribution, Specialized, Business, Retirement, Portfolio, Investment and Tax Planning, Asset Protection, Stocks and Bonds, Mutual Funds, Long Term Care, Wealth Accumulation, Auto & Home Insurance
Serves also in Seattle, Scottsdale & Lake Oswego ● With nearly 100 advisers and wealth strategists, they deliver world class service to thousands of clients nationwide ● They can help you examine your current situation, project needs at retirement based on established goals and implement strategies
Washington's Best Companies to Work For 2014 & 2016
TBR® Inspection Report
INTEGRITY FINANCIAL CORPORATION
2821 Northup Way, Suite 120, Bellevue, WA 98004
Since 2004
Credit and Debt, Wealth Management, Asset Allocation, Tax Optimization, 401K, Legacy, Insurance, Income, Retirement & Business Financial Planning
Specializes in family wealth and estate planning, private equity and alternative investments ● Free consultation ● Serves also in California, Florida, Oregon and Montana ● Their clientele consists of individuals, families, and entrepreneurs of financial services ● Their holistic planning empowers you to build a financial legacy and successfully pass it on to your family and charitable causes
TBR® Inspection Report
ATKINSON WEALTH STRATEGIES
11747 Northeast 1st Street, Suite 220, Bellevue, WA 98005
Since 2015
Social Security, Succession, 401K, Retirement, Tax-Efficient and Estate Planning, Wealth Strategies, Income Needs, Education Funding, Asset and Risk Management, Key Man, Long-Term Care & Disability Insurance
Focuses on investment management ● Their goals-based asset management for individuals, families and business owners ● They understand your risk tolerance, time horizon & goals, they will work diligently to develop a program that carefully balances investment strategies