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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 44147

Out of 400,000+ nationwide

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Jeffrey T

Series 63

Westlake, OH

Argo Wealth Management

Annuities
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Carl P

Series 63

Parma, OH

Intelligent Capital Management LLC

Passive / index investing Wealth management
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Ryan K

Series 63, Series 65

Solon, OH

WRK Investments, LLC

Passive / index investing Active portfolio management Concentrated stock management Options & derivatives strategies
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Martin J

Series 63, Series 65

Brecksville, OH

Jaras Financial Services, Inc.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Retired
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James B

CFA®, Series 65

Solon, OH

Private Harbour Investment Management & Counsel LLC.

Options & derivatives strategies Concentrated stock management Passive / index investing Tax-loss harvesting
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Dave F

CFP®, CPA

Berea, OH

Flegal Financial Planning

Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.

General tax planning Retirement income strategy Wealth management Baby Boomers (Born 1946-1964)
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Ronald R

Series 65

Lakewood, OH

Ronald J. Rich Financial Advising

Options & derivatives strategies
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Anthony B

Series 63, Series 65

Olmsted Falls, OH

Budak Financial Group, LLC

General retirement planning Income planning General tax planning
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Matthew T

Series 63, Series 65

Beachwood, OH

Taub Investment Planning Services LLC

Wealth management Doctor or Medical Professional Dentist Veterinarian
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Thomas B

CFP®, Series 63, Series 65

Independence, OH

Behlke Financial

Equity compensation tax strategy Charitable giving & philanthropy
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