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ECR is a full service turn-key ESOP provider. We guide our clients through the ESOP process step by step and provide all the components for a successful ESOP. Our goal is to take a complicated subject matter and make it easy to understand, implement and manage to accomplish all of the goals and objectives of the client.
 
 
 
 
 

 

 

Robert Kimmel, CFP

Phone:(714) 949-5225

Cell:(714) 949 - 5225

FAX:(714) 949-5225

email:rkimmel@esopcorporateservices.com

Marc G. Nelson

Phone:(949) 642-9911

Cell:(714) 878-3465

FAX:(949) 629-2901

email:mnelson@esopcorporateresources.com

 
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THIS ADVICE CANNOT BE RELIED ON TO AVOID TAX PENALTIES

Investments offered by representatives of and through Lincoln Financial Securities Corporation, a broker-dealer (member SIPC), and registered investment advisor. Lincoln Financial Securities Corporation and it’s representatives do not offer tax or legal advice. ESOP Corporate Resources, Inc. is not an affiliate of Lincoln Financial Securities Corporation.

 

Not all registered representatives with our firm are able to offer advisory services.
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here. LFS-3553861-041921