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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

Top 30 financial advisors of 470 near 44721

Out of 400,000+ nationwide

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Ryan B

CFP®

Uniontown, OH

Hyland Wealth Management LLC

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

Doctor or Medical Professional Gen X (Born 1965-1980)
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Justin R

CFP®

Canton, OH

JGR Financial Solutions

At JGR Financial Solutions, we know you need confidence that your financial game plan will carry you both to and through retirement. At this stage in your career, questions begin to pop up: Have we saved enough? Is our financial plan solid? Is my portfolio performing the way it needs to? Am I on track to live the life after retirement that I’ve dreamt of? It’s natural to feel a bit uneasy since every money move you consider at this stage can be costly. You deserve to have complete confidence that your financial plan will hold steady through your golden years. We understand everybody has a different definition of what financial success looks like and you’re trying your best to avoid the unknowns and making mistakes. You’ve worked hard and you deserve to spend your time how you want—both now and in the future. As a CERTIFIED FINANCIAL PLANNER practitioner and independent fiduciary who has helped hundreds of clients build a comprehensive retirement roadmap, we’ve seen firsthand that there are many things you can DIY, but making a plan for your money and retirement is not one of them. Ready to ensure your money is set up to actively create the life you want? Step 1: Discover During your discovery call, we'll unpack your goals, answer your questions, and map out a few helpful next steps. Step 2: Design We'll work one-on-one to turn those goals into a comprehensive retirement roadmap that will give you confidence and guide your retirement planning and financial decisions. Step 3: Deliver With your retirement roadmap in place, we'll implement everything and schedule routine check-ins to ensure your portfolio and plan stay on track. Schedule your discovery call today!

Wealth management General retirement planning Widow/Widower Baby Boomers (Born 1946-1964)
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Kevin S

Series 63, Series 66

Massillon, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Planning for children with special needs General retirement planning Educators, Teachers, and Academics Founder/Business Owner
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Patrick H

CFP®, Series 66

Hartville, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Military & Veterans Founder/Business Owner
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Jennifer R

Series 66

Canton, OH

Merrill

Jennifer Roneker is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Jennifer holds a Bachelor's Degree from Kent State University and has earned the Personal Investment Advisor (PIA) designation. Drawing on personal experience from her family's background in blue collar work, she is dedicated to helping clients ensure their money works effectively to support their retirement goals. Outside of her professional role, Jennifer enjoys reading, traveling, and spending time with her family.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Women Professionals Women's Finance
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Clinton N

Series 66

North Canton, OH

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy LGBTQIA
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Philip R

Series 66

Massillon, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning Inheritance planning Doctor or Medical Professional
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Stacey T

Series 66

Canton, OH

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Intergenerational Families
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Travis S

CFP®, Series 66

Canton, OH

Edward Jones

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner
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Andrew V

Series 66

Canal Fulton, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management
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