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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 44266

Out of 400,000+ nationwide

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George C

Series 63, Series 65

Silver Lake, OH

Triangulated Capital Management, LLC

Wealth management Passive / index investing Active portfolio management Factor investing / smart beta
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Huaiyu C

CFP®

Hudson, OH

MEV Value LLC

Wealth management Active portfolio management
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William M

Series 63, Series 65

Hudson, OH

Partners Investment Services, Inc

Medicare planning Elder care planning Long-term care insurance Annuities Retired Approaching retirement
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Giuseppe V

CFP®, PFS™

Streetsboro, OH

Hudson Financial Advisors Inc

Wealth management Tax-loss harvesting Options & derivatives strategies
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Larry K

Series 63, Series 66

Stow, OH

Gateway Wealth, Inc.

General tax planning General estate planning guidance
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James U

CFP®, ChFC®, Series 63

Cuyahoga Falls, OH

DBK Financial Counsel, LLC

Options & derivatives strategies Passive / index investing Wealth management
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Donald T

CFP®, Series 63, Series 65

Streetsboro, OH

Hudson Financial Advisors Inc

Wealth management Tax-loss harvesting Options & derivatives strategies
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Dori T

Series 65

Cuyahoga Falls, OH

DBK Financial Counsel, LLC

Options & derivatives strategies Passive / index investing Wealth management
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David K

PFSâ„¢

Cuyahoga Falls, OH

DBK Financial Counsel, LLC

Options & derivatives strategies Passive / index investing Wealth management
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Steven M

CFP®

Streetsboro, OH

Hudson Financial Advisors Inc

Wealth management Tax-loss harvesting Options & derivatives strategies
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