The resources of a large firm, with the personal attention of a small practice.
The objective of PCRG Optometric Resource 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.
PCRG Optometric Resource is a relationship-based financial services firm serving the needs of individuals, business owners, professionals, and their families. We have access to a network of professionals including Certified Financial Planners, Chartered Financial Consultants, attorneys, CPAs, a broker dealer, bankers, equipments vendors, a practice broker, IT solutions, and Property & Casualty Insurance.
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. PCRG Optometric Resource is a group of experienced professionals who manage the assets and guide the financial lives of optometrists throughout the Pacific Northwest. We welcome the opportunity to work with you.
We create strategies tailored to your goals.
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.