Zachary A. Meissner*, ChFC, CLUFinancial Advisor
Phone: 425-641-8788 ext 241 Professional Background Pacific Capital Resource Group, Inc. is an independent relationship-based financial services firm seeking to provide quality advice, effective implementation, and superior service to its individual and corporate clients. Dedicated to the highest ethical standards, Pacific Capital provides financial and insurance services built around long term relationships. Areas of Specialization Focusing on the unique needs of medical professionals and their practices, his specific areas of specialization include:
He meets with his clients to review their financial situation and to discuss long and short-term objectives. He and his team then analyze the information, determine which strategies will work best for their situation, and tailor a plan and/or strategies designed to help meet their financial goals. After implementation, he meets with them on a regular basis to uncover changing needs and to adjust their plan or strategies accordingly. Personal Philosophy
Based upon these questions, Mr. Meissner has developed his own personal philosophy upon which he operates his practice. He will do what is right and honest. He will put forth the appropriate effort to ensure plans and strategies are appropriately designed. Finally, he will treat others as he would want to be treated. These three tenets act as the foundation for his actions and his relationships with clients. Personal Interests Licenses & Achievements:
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*Securities and Investment Advisory Services offered through Hornor, Townsend, & Kent, Inc (HTK). Registered Investment Advisor, Member FINRA/SIPC.
Advisory Resource Group, LLC., an independently owned and operated Washington State Registered Investment Adviser , and Pacific Capital Resource Group, Inc., a licensed independent insurance agency, are independent of Hornor, Townsend & Kent, Inc., (HTK). HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company.
HTK does not provide tax or legal advice. Please consult with a qualified advisor regarding your individual circumstances.
Our associates are insurance and securities licensed/registered in our resident state of Washington (WA), including many other states. For further licensing information, please call our main number listed above. This is not an offer or solicitation in any state where not properly licensed and/or registered.
A1RB-1006-01