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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 176 near 48062

Out of 400,000+ nationwide

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Dorina Z

Series 66

Macomb, MI

Fidelity

Dorina Ziba is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served in various capacities at Fidelity Investments, including Planning Consultant from 2023 to 2025, Investment Consultant from 2021 to 2022, and Financial Representative from 2020 to 2021. Before joining Fidelity, she worked as a Private Banker at Credit Union One from 2019 to 2020. In her work, Dorina focuses on understanding her clients' top priorities, preferences, and values to present options that align with their unique financial goals. She aims to ensure that each client gains clarity and confidence in their overall financial plan. Outside of her professional life, Dorina enjoys spending time at the beach, cooking and baking, engaging in fitness activities, and traveling.

Wealth management
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David H

Series 66

Macomb, MI

Fidelity

David Harden is a Financial Consultant at Fidelity Investments, where he works with clients to develop personalized, goals-based financial strategies. He emphasizes tailored service and partners with clients to help them pursue their most important financial objectives. David has been with Fidelity Investments since 2020. Prior to that, he held roles as a Financial Solutions Advisor at Merrill from 2018 to 2020, an Investment Consultant at Scottrade from 2016 to 2018, and a Private Client Banker at JPMorgan Chase from 2010 to 2016. This experience has provided him with a broad background in financial consulting and client relationship management. Outside of his professional work, David enjoys bowling, cars, family activities, golf, and hiking.

Wealth management
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Kevin O

ChFC®, Series 66

Macomb, MI

Edward Jones

Divorce financial planning Retirement income strategy Wealth management Business ownership considerations Military & Veterans Founder/Business Owner
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Sloan K

Series 66

New Baltimore, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning Business Financial Management Founder/Business Owner Professional Athlete Doctor or Medical Professional
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Mark L

CFP®, Series 66

New Baltimore, MI

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Planning for children with special needs Military & Veterans
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William P

Series 66

St Clair, MI

Edward Jones

Retirement income strategy General retirement planning Inheritance planning Multi-generational wealth transfer General estate planning guidance Military & Veterans Founder/Business Owner
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Ashlyn K

CFP®, Series 66

New Baltimore, MI

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Government Employee Intergenerational Families
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Thomas T

Series 66

New Baltimore, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retirement income strategy General retirement planning Educators, Teachers, and Academics
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Kimberley G

Series 63, Series 65, Series 66

Ira, MI

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Mac Kenzie S

Series 66

Chesterfield, MI

Edward Jones

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Women Professionals
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