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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 18643

Out of 400,000+ nationwide

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Matthew P

Series 65

Wilkes Barre, PA

Brookstone Wealth Advisors, LLC

The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.

General retirement planning Retirement income strategy Income planning Annuities Roth conversion strategy Educators, Teachers, and Academics Entertainment Industry Approaching retirement Young Professionals HENRY (High Earners, Not Rich Yet) Retired
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Jon F

CFP®, Series 63, Series 65

Blakely, PA

Flynn Financial, LLC

Options & derivatives strategies College savings (529s, UTMA, etc.) Retirement income strategy
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Edward G

Series 63, Series 65

Scranton, PA

Northeast Advisory Group, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner
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Cade B

CFP®, Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Retirement income strategy Cash flow / budgeting Long-term care insurance Tax-loss harvesting Founder/Business Owner Mid-Career Professionals Approaching retirement
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Tanner V

Series 65

West Pittston, PA

Park Lane Financial Group LLC

Retirement income strategy Cash flow / budgeting Long-term care insurance Tax-loss harvesting Founder/Business Owner Mid-Career Professionals Approaching retirement
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Philip G

Series 63, Series 65

Clark's Summit, PA

1st Financial Investment, Inc.

General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Active portfolio management
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Susan S

Series 63, Series 65

Scranton, PA

Northeast Advisory Group, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner
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Sandra G

Series 63, Series 65

Scranton, PA

Capital Wealth Investments

Retirement income strategy Elder care planning Income planning Private / alternative investments Options & derivatives strategies
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George A

CFP®

Harveys Lake, PA

George J. Appel

Debt management Cash flow / budgeting Retirement income strategy General tax planning Business sale tax planning
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Tracy Z

Series 63, Series 65

Scranton, PA

Capital Wealth Investments

Retirement income strategy Elder care planning Income planning Private / alternative investments Options & derivatives strategies
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