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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 17 financial advisors of 17 near 49646

Out of 400,000+ nationwide

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Darren C

CFP®, ChFC®

South Boardman, MI

Conklin Financial Management, LLC

Darren Conklin founded Conklin Financial Management in 2017 with his wife, Barbara, after determining throughout his career in financial services that many people would be better served with a fee-based, fiduciary approach to planning and an investment philosophy built on a foundation of market information and financial science. Darren is a University of Michigan graduate and proud father of two and grandfather of three. He has been a business owner for many years and has extensive experience with starting, buying, and selling businesses; college funding; long term care; divorce; and retirement accumulation and income planning. Darren has been heavily involved in the community including many years as a high school football coach, board member and volunteer across many different organizations.

Business ownership considerations Family Business Business exit / sale strategy Founder/Business Owner Gen X (Born 1965-1980)
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Larry K

Series 63, Series 66

Kalkaska, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Nathan G

Series 66

Kalkaska, MI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management
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Matthew K

Series 66

Elk Rapids, MI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Dawn M

Series 63, Series 65

Kalkaska, MI

Sensible Financial Solutions, LLC

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Randall K

Series 63, Series 65

Williamsburg, MI

I Am, Inc.

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Jonathon W

Series 66

Mancelona, MI

Financial Transparency

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David J

CFP®, Series 63, Series 65

Scottsdale, AZ

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

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Tracy R

Series 63, Series 66

Williamsburg, MI

Robert Baird & Co.

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Emma T

Series 66

Williamsburg, MI

Robert Baird & Co.

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