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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 30092

Out of 400,000+ nationwide

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Charles S

CFP®, Series 66

Atlanta, GA

Steele Financial Studios

Wealth management
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Gregory S

Series 63, Series 66

Atlanta, GA

Smarr Financial Services Inc.

Life insurance needs analysis Disability insurance Long-term care insurance
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James S

Series 65

Duluth, GA

Stanhouse Financial Planning and Management, LLC

General retirement planning Income planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Elbert M

CFP®, ChFC®, Series 63

Atlanta, GA

McWilliams Financial Advisory Group LLC

General retirement planning General tax planning
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Robert F

CFP®, Series 63, Series 65

Lilburn, GA

Fordham Financial Services, Inc.

General retirement planning General tax planning Wealth management Retired Founder/Business Owner Approaching retirement
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Robert M

Series 65

Atlanta, GA

Covey Capital Advisors, LLC

Wealth management Active portfolio management Founder/Business Owner
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William M

ChFC®, Series 63, Series 65

Atlanta, GA

MCC Wealth

General retirement planning Retirement income strategy Roth conversion strategy Tax-loss harvesting Wealth management
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Ali S

CFP®, Series 63

Alpharetta, GA

Cwpim

Wealth management General retirement planning Tax-loss harvesting Cash flow / budgeting General estate planning guidance
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Akhilesh M

Series 65

Johns Creek, GA

Kuber Capital Management, LLC

Options & derivatives strategies
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Elizabeth H

Series 65

Alpharetta, GA

E.A. Hendrich Financial Planning, LLC

General retirement planning Income planning College savings (529s, UTMA, etc.) Passive / index investing Mid-Career Professionals Approaching retirement
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