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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 33040

Out of 400,000+ nationwide

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Jack N

Series 63, Series 65

Key West, FL

Provise Management Group, LLC

Income planning Wealth management Founder/Business Owner Retired
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Diana D

CFP®, Series 63, Series 65

Key West, FL

Money Concepts Capital Corp

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Karen V

Series 66

Key West, FL

Consolidated Portfolio Review Corp

Active portfolio management Wealth management
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Nancy B

CFP®, Series 63

Key West, FL

J. W. Cole Advisors, Inc.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Joseph G

Series 63, Series 65

Key West, FL

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Thomas N

Series 63, Series 65

Key West, FL

Raymond James & Associates

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Jeffrey J

Series 63, Series 65

Key West, FL

Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John P

Series 66

Key West, FL

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer General retirement planning Military & Veterans Founder/Business Owner
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Nathan K

Series 63, Series 65

Key West, FL

Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Marylynne P

Series 63, Series 65

Key West, FL

LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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