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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 49 near 15931

Out of 400,000+ nationwide

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Shane D

Series 63, Series 65

Johnstown, PA

Merrill

Shane Downey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Mr. Downey earned a Bachelor's Degree from the United States Military Academy and a Master's Degree from George Mason University.

Wealth management Military & Veterans
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Kathleen W

Series 66

Johnstown, PA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Founder/Business Owner Executive Doctor or Medical Professional
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Thomas C

Series 63

Ebensburg, PA

Aspire Financial, Inc.

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William M

Series 63

Ebensburg, PA

Aspire Financial, Inc.

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Patrick L

Series 63

Ebensburg, PA

Aspire Financial, Inc.

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Frank L

Series 65

Johnstown, PA

AmeriServ Wealth Advisors Inc

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Eric L

Series 65

Johnstown, PA

AmeriServ Wealth Advisors Inc

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Samuel C

Series 65

Johnstown, PA

Wealth Advisors Network, Inc.

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Ronald S

CFA®, Series 63

Johnstown, PA

AmeriServ Wealth Advisors Inc

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Christian K

Series 66

Johnstown, PA

Atlas Private Wealth Advisors

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