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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 34994

Out of 400,000+ nationwide

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William R

Series 66

Palm City, FL

Riddick & Co Entrepreneurial Finance, LLC

Annuities Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Mindie M

Series 65

Stuart, FL

Mindie Molina Investments, LLC

Passive / index investing Active portfolio management
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William H

ChFC®, Series 65

Stuart, FL

W.H. Financial Services, Inc.

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.)
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Craig L

CFP®, Series 63, Series 65

Stuart, FL

Twenty-First Century Financial Advisors Inc

Annuities Active portfolio management Options & derivatives strategies
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Samuel B

Series 66

Port Saint Lucie, FL

Southern Magnolia Investment Management LLC

Private / alternative investments Options & derivatives strategies
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John L

CFP®, ChFC®, Series 63

Stuart, FL

Index Portfolio Advisors, LLC

Passive / index investing
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Edward W

PFSâ„¢, Series 65

Port St Lucie, FL

Edward R.. Wildman, CPA, LLC

ESG / Sustainable investing Active portfolio management
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Joel L

Series 63, Series 65

Stuart, FL

Lipton Capital Management

Options & derivatives strategies
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William D

Series 63, Series 65

Port St. Lucie, FL

Donner's Financial Services Inc.

Annuities
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Thomas D

Series 66

Stuart, FL

Davies Wealth Management LLC

Long-term care insurance Life insurance needs analysis Options & derivatives strategies
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