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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 29681

Out of 400,000+ nationwide

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Ramon F

CFP®, Series 65

Greenville, SC

Capital Focus, Inc.

Income planning College savings (529s, UTMA, etc.) Real estate investing Active portfolio management
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Peter G

CFA®, Series 63

Greenville, SC

Olympia Advisors LLC

Tax-loss harvesting
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Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)
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Joris B

Series 63, Series 65

Simpsonville, SC

Quantaraxia LLC

Active portfolio management Options & derivatives strategies Private / alternative investments
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Christopher P

Series 66

Simpsonville, SC

Upstate Financial Planning, LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities Wealth management
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Craig R

CFP®, Series 63

Greenville, SC

Continuum Wealth Management, LLC

General retirement planning General tax planning Tax-loss harvesting Retirement income strategy
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David L

CFA®

Greenville, SC

DeMesne Investments

Active portfolio management
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Norman A

CFP®, Series 63

Greenville, SC

Greenville Capital

Real estate investing Passive / index investing Active portfolio management Factor investing / smart beta
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Norman P

Series 66

Greenville, SC

Money Poole...Solutions For Life, LLC

Private / alternative investments Active portfolio management
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Aden P

Series 65

Simpsonville, SC

JEHM Wealth & Retirement, LLC

Annuities Life insurance needs analysis Long-term care insurance
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