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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 141 near 27858

Out of 400,000+ nationwide

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Christopher E

Series 66

Greenville, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management
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Jonathan P

CFP®, Series 63

Greenville, NC

Edward Jones

General retirement planning Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Attorney
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Larry W

Series 66

Greenville, NC

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Passive / index investing Cash flow / budgeting Educators, Teachers, and Academics Founder/Business Owner
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Robert G

Series 66

Greenville, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Passive / index investing Self-Employed
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Elizabeth B

Series 66

Farmville, NC

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner Women Professionals
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Neal F

Series 63, Series 66

Farmville, NC

Edward Jones

Retirement income strategy Retirement withdrawal strategies Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner
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Grant H

Series 63, Series 65

Greenville, NC

Crossgen Wealth LLC

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Herbert O

Series 63, Series 66

Greenville, NC

H. L. Ormond & Company, LLC

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Don K

CFP®, Series 63, Series 65

Greenville, NC

Keel & Long Financial Management, LLC

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Larry T

PFSâ„¢, Series 63, Series 65

Winterville, NC

Tyndall Stroud Wealth Management, Llc

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