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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 79 near 49014

Out of 400,000+ nationwide

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Desie H

Series 63, Series 66

Battle Creek, MI

Edward Jones

Retirement income strategy Multi-generational wealth transfer Wealth management Military & Veterans Doctor or Medical Professional Engineering Professional
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Karen R

CFP®, Series 63, Series 66

Battle Creek, MI

Edward Jones

Retirement income strategy General retirement planning
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Lori N

CFP®, Series 66

Richland, MI

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner Executive
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Michael W

Series 66

Battle Creek, MI

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Founder/Business Owner
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Jordan B

Series 66

Battle Creek, MI

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy ESG / Sustainable investing Young Professionals
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Taylor G

Series 66

Marshall, MI

Edward Jones

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Wealth management General retirement planning
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Katie A

Series 66

Battle Creek, MI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning ESG / Sustainable investing Military & Veterans Founder/Business Owner Newlywed/Engaged Young Families
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Abram S

CFP®, Series 63, Series 66

Marshall, MI

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies General retirement planning Wealth management
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Jason R

Series 63, Series 66

Marshall, MI

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management
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Justin S

CFP®, Series 66

Battle Creek, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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