Jeff McCullough
Financial Advisor

Pacific Capital Resource Group

• http://www.pcrg.com

Jeff serves as a financial advisor with Pacific Capital Resource Group in Bellevue, Washington. The advisors of Pacific Capital take pride in their ability to work with corporate, individual and family clients alike in providing quality advice, effective planning and lifelong service.

As a financial advisor Jeff is dedicated to the highest of ethical standards in helping clients take action in the pursuit of their financial goals. He aspires to be the link that brings clients and their goals together.

Jeff works with his clients, helping them in areas such as retirement planning, estate planning, college funding, insurance, investments, professional...[more]

Jeff serves as a financial advisor with Pacific Capital Resource Group in Bellevue, Washington. The advisors of Pacific Capital take pride in their ability to work with corporate, individual and family clients alike in providing quality advice, effective planning and lifelong service.

As a financial advisor Jeff is dedicated to the highest of ethical standards in helping clients take action in the pursuit of their financial goals. He aspires to be the link that brings clients and their goals together.

Jeff works with his clients, helping them in areas such as retirement planning, estate planning, college funding, insurance, investments, professional money management*, asset allocation and executive planning.

He meets with his clients to review their current financial situation and discusses long and short-term objectives. He will then analyze the information, determine which strategies will work best for their situation, and tailor a plan specifically to help meet their financial needs and goals. Finally, after the plan is implemented, he will meet with them on a regular basis to uncover any changing needs they may have and to adjust their plan accordingly.

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*Registered Representative of, and Securities and Investments Advisory Services offered through Hornor, Townsend & Kent, Inc.. A Registered Investment Advisor, Member FINRA/SIPC. Financial Planning service offered through Pacific Capital Resource Group, Inc., a Registered Investment Advisor, independent of Hornor, Townsend & Kent, Inc. [less]