Robert Kimmel
Partner at Signature Financial Services Group Llc
Based in Newport Beach, United States
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Seniority
C-Team
Department
General Business & Management
Location
Newport Beach
Industry
Financial Services
Company size
1 to 10
Contact information
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r•••••••@signaturefsg.com
Phone
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Background
About Robert Kimmel
I specialize in the planning areas of investments, retirement planning, insurance, and short-term cash management. I help institutions, businesses, families, and individuals. Aiming to define, prioritize, and execute what is important for them to pursue their financial goals. My office has a specific skill set of designing Employee Stock Option Plans (ESOP’s) and offerings for 1031 exchanges. Robert Kimmel is a registered representative offering investments and advisory services through Lincoln Financial Securities, Member SIPC. Investments offered to residents of AZ, CA, CO, CT, IA & TN. Advisory services offered to residents of CA. Branch Office: 2436 West Coast Highway, Suite 201, Newport Beach, CA 92663. Lincoln Financial Securities is not affiliated with Signature Financial. LFS-4830740-070522 CA insurance license #: OH93929
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