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ESOP Investment Advisors (including 401k's), Consultants & Advisors
ESOP Marketplace connects you with local ESOP Investment Advisors (including 401k's)
An ESOP Financial Advisor provides more than advice or guidance to customers on financial matters. ESOP financial advisors can provide many different services, such as investment management, income tax preparation and estate planning, in support of the business owner's current Financial Advisors. ESOP Financial Adviosrs must carry the Series 65 license in order to offer services with business owners and their employees, as well as the public. A wide variety of licenses are available for the services that a financial advisor can provide. People like stockbrokers, insurance agents, tax preparers and financial planners are all members of this group. Estate planners and bankers may fall under this umbrella as well. ESOPMarketplace.com has broken out a few of these services to help the business owner and their advisors select who they need. Importantly, the difference with our ESOP Financial Advisors over others is our advisors integrate their services for ESOPs, and support a business owner's personal financial advisor when an ESOP transaction occurs.