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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 17257

Out of 400,000+ nationwide

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Noah E

Series 65

Chambersburg, PA

TruNorth Financial Services, Inc.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning
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Kristin R

Series 65

Chambersburg, PA

TruNorth Financial Services, Inc.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning
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Christopher J

Series 65

Chambersburg, PA

TruNorth Financial Services, Inc.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning
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Michael E

Series 63, Series 65

Shippensburg, PA

Mutual of Omaha Investor Services, Inc.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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William L

Series 63, Series 65

Shippensburg, PA

Mutual of Omaha Investor Services, Inc.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Chase P

Series 63, Series 65

Chambersburg, PA

Capital Analysts

Tax-loss harvesting Passive / index investing Active portfolio management ESG / Sustainable investing Executive Founder/Business Owner Retired
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Brittany B

Series 66

Chambersburg, PA

First Heartland Consultants, Inc.

Annuities Income planning Cash flow / budgeting
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Emily H

Series 66

Chambersburg, PA

Mariner Advisor Network

Equity compensation tax strategy Options & derivatives strategies Private / alternative investments Annuities Founder/Business Owner Executive Retired
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Randall T

Series 63, Series 65

Shippensburg, PA

Capital Analysts

Tax-loss harvesting Passive / index investing Active portfolio management ESG / Sustainable investing Executive Founder/Business Owner Retired
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Benjamin H

Series 66

Chambersburg, PA

First Heartland Consultants, Inc.

Annuities Income planning Cash flow / budgeting
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