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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 32114

Out of 400,000+ nationwide

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Seth H

CFP®, Series 63, Series 65, Series 66

Ormond Beach, FL

Seth Heine LLC

Wealth management Passive / index investing Tax-loss harvesting ESG / Sustainable investing
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Soo L

Series 63, Series 66

New Smyrna Beach, FL

Wealth Planning Advisors LLC

Wealth management Real estate investing
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Paul W

CFA®

Ponce Inlet, FL

Beofor Capital LLC

Options & derivatives strategies Private / alternative investments Real estate investing
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Richard H

Series 65

New Smyrna Beach, FL

Hebert Investment Advisors, Inc.

College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Cash flow / budgeting
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Kevin H

Series 63, Series 65

Ormond Beach, FL

Paracca Financial Group

Options & derivatives strategies
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Michael W

Series 63

Daytona Beach, FL

Ashford Investment Advisors

Wealth management
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Erick P

Series 66

Ormond Beach, FL

Plan to Prosper Wealth Management

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Concentrated stock management Founder/Business Owner
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Wade R

Series 66

Ormond Beach, FL

Storms & Rowdon Financial Services, Inc.

Options & derivatives strategies Private / alternative investments
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Mary M

Series 65

Port Orange, FL

Bert Reames Investment Advisors, Inc.

General retirement planning Retired
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Richard P

CFP®, Series 63

Ormond Beach, FL

Broadstreet Financial Advisers LLC

Wealth management Business succession planning Cash flow / budgeting
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