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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 12601

Out of 400,000+ nationwide

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Brian S

CFP®, Series 63, Series 66

Clinton Corners, NY

Hudson Delaware Planning LLC

Cash flow / budgeting Debt management Retirement income strategy
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Mark S

Series 63, Series 65

Stone Ridge, NY

Stone Ridge Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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John D

Series 63, Series 65

Staatsburg, NY

Bantam Inc.

College savings (529s, UTMA, etc.) Professional Athlete Executive HENRY (High Earners, Not Rich Yet)
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Edvard J

Series 65

Millbrook, NY

Seahorse Financial Advisers Inc.

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Satish A

Series 63, Series 65

Fishkill, NY

Sabina Asset Management LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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Shawn E

Series 63, Series 65

Newburgh, NY

TruNorth Financial LLC

Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting
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James D

Series 66

Hopewell Junction, NY

Mountain Pass Planning

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy General tax planning
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Christine M

Series 63, Series 65

Fishkill, NY

Circle N Advisors, LLC

Concentrated stock management
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Peter B

Series 65

New Paltz, NY

Beyond Wealth Management Group, LLC

Passive / index investing Active portfolio management Annuities College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daniel M

CFP®, Series 63

Fishkill, NY

Murphy Wealth Management Group

General retirement planning Medicare planning General tax planning Wealth management Real estate investing Founder/Business Owner
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