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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

Top 30 financial advisors of 40 near 13148

Out of 400,000+ nationwide

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William D

Series 63, Series 66

Geneva, NY

Fidelity

Bill Dean is the Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their family's specific needs, emphasizing trust, communication, and a clear understanding of their goals. Bill has a comprehensive background at Fidelity Investments, having held various positions since 2010. His career progression includes roles as Financial Representative, Investments Solutions Representative, Investments Representative, Financial Consultant, Vice President Regional Planning Consultant, and currently Vice President, Wealth Planner. This experience contributes to his expertise in wealth planning and financial consulting. Outside of his professional work, Bill enjoys cooking and baking, participating in family activities, fitness, football, outdoor adventures, and traveling.

Wealth management
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Christopher R

Series 66

Auburn, NY

Edward Jones

Business ownership considerations Retirement income strategy General retirement planning
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Adam R

Series 66

Geneva, NY

Edward Jones

Founder/Business Owner
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Michael H

Series 63, Series 65

Auburn, NY

Genesee Capital Advisors, LLC

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Ryan P

Series 63, Series 65

Auburn, NY

Genesee Capital Advisors, LLC

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Timothy C

CFP®, Series 66

Auburn, NY

Pinnacle Investments, LLC

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Janet Z

Series 66

Auburn, NY

Pinnacle Investments, LLC

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Margot S

Series 66

Auburn, NY

Pinnacle Investments, LLC

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Kevin S

Series 66

Auburn, NY

Pinnacle Investments, LLC

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Austin A

Series 63, Series 66

Phelps, NY

Empower Advisory Group

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