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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 60 near 30148

Out of 400,000+ nationwide

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Deyka C

Series 66

Canton, GA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner Hispanic/Latino/Latinx
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Paul F

Series 66

Canton, GA

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Jake V

Series 66

Jasper, GA

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Shirley P

Series 66

Jasper, GA

Edward Jones

General estate planning guidance Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning Wealth management Values-based investing Religious/faith focused
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William H

CFP®, Series 66

Marble Hill, GA

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Wealth management ESG / Sustainable investing Founder/Business Owner Religious/faith focused Values-based investing
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Clyde C

Series 66

Jasper, GA

Edward Jones

General estate planning guidance Retirement income strategy Wealth management
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Douglas A

Series 66

Ball Ground, GA

Fidelity

Douglas Alldredge is a Financial Consultant currently working at Fidelity Investments. He focuses on helping clients make informed financial decisions through a planning-based practice that aligns client goals, objectives, and preferences with appropriate Fidelity resources. He has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before becoming a Financial Consultant in 2023. Prior to that, Douglas held roles at E*TRADE from 2000 to 2021, where he worked as a Financial Consultant, Manager, and Team Lead. His earlier experience includes positions as a Financial Consultant at American Express Financial Advisors and Fortis Investors. Outside of his professional work, Douglas has interests in baseball, fitness, and tennis.

Wealth management Financial Professional
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Mary C

Series 66

Jasper, GA

Edward Jones

Retirement income strategy LGBTQIA
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Robert M

CFP®, CFA®, Series 65

Big Canoe, GA

Compass Advisors LLC

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Deborah M

Series 66

Dawsonville, GA

Design Life's Journey, LLC

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