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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 55 near 17844

Out of 400,000+ nationwide

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Melissa D

Series 63, Series 65

Selinsgrove, PA

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning
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Terra D

Series 63, Series 66

Selinsgrove, PA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Financial Professional Doctor or Medical Professional
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Michael J

Series 66

Lewisburg, PA

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Founder/Business Owner
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Sheri M

Series 66

Selinsgrove, PA

Edward Jones

Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Executive Doctor or Medical Professional Intergenerational Families LGBTQIA
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Daniel M

Series 66

Lewisburg, PA

Edward Jones

Retirement income strategy Charitable giving & philanthropy Liquidity event planning Business exit / sale strategy General estate planning guidance
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Bradley C

Series 65

Lewisburg, PA

Granite Financial Advisors, Inc.

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Kyle N

Series 65

Selinsgrove, PA

RWM Asset Management, LLC

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Josh K

CFP®

Lewisburg, PA

Omniwealth Investments LLC

OMNIWEALTH GROUP specializes in strategic financial planning, investment analysis, and portfolio management for affluent investors and those aspiring to financial independence.

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Darin K

Series 63, Series 65

Lewisburg, PA

Tower Wealth Partners

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Justin B

CFP®, Series 66

Lewisburg, PA

Vision Wealth Advisors, LLC

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