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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement

Advisors near 12019

Out of 400,000+ nationwide

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Adam M

Series 66

Saratoga Springs, NY

McNeill Capital, LLC

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Robert H

Series 66

Malta, NY

Bob Holbrook Holdings LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Bobby G

CFP®

Green Island, NY

Gates Wealth Group

I am financial consultant/advisor who has been in the financial services industry for the last 8+ years and a business owner specialist for the past 5 years. I've gained experience in several different industries over of the years, however most of my experience has been with construction & tech companies. Inside of your business we offer CFO services, business consulting and/or valuation services for a monthly retainer or a flat fee. Outside of your business we offer investment advice, tax strategy, real estate investing, asset protection strategy, insurance review, estate planning & more for an hourly fee, monthly retainer, flat fee or AUM fee. In one example, we were able to help one of our clients go from $1.74million of annual revenue to $10.003million in 1 year. More importantly, we were able to strategically use the profits of the business to buy $3mill worth of investment real estate in 1 year. In addition, by structuring the real estate purchases strategically and implementing a tax strategy, we were able to save the client an additional $200k+ in taxes for that tax year.

Business ownership considerations Business Financial Management Business exit / sale strategy Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
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Darren L

CFA®, Series 63

Schenectady, NY

Acacia Grove Wealth Management

Tax-loss harvesting Cash flow / budgeting General tax planning
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Cynthia Z

CFP®, Series 63, Series 65

Saratoga Springs, NY

Saratoga Investment Solutions Inc.

General retirement planning Retirement income strategy Elder care planning Cash flow / budgeting
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Thomas D

Series 65

Saratoga Springs, NY

Dubois Capital Management LLC

Options & derivatives strategies College savings (529s, UTMA, etc.) Tax-loss harvesting Retirement income strategy
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Lanny R

Series 66

Glenville, NY

SIP Financial Services

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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Paul G

CFP®, Series 63

Saratoga Springs, NY

Portfolio Allocators LLC

General tax planning General estate planning guidance
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Scott G

Series 63, Series 65

Rotterdam Junction, NY

Griffin Financial Services

Passive / index investing
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Timothy W

Series 63, Series 65

Mechanicville, NY

Wilson Advisors, LLC

General estate planning guidance Charitable giving & philanthropy General retirement planning Income planning Wealth management Executive
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