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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 158 near 52240

Out of 400,000+ nationwide

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Adela H

Series 66

Coralville, IA

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Intergenerational Families
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Wade N

CFP®, Series 66

Coralville, IA

Edward Jones

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Tanner K

Series 66

Coralville, IA

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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Jeffery D

Series 66

North Liberty, IA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer Professional Athlete Educators, Teachers, and Academics
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Alec F

Series 66

Iowa City, IA

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Technology Professional Doctor or Medical Professional
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Sara S

CFP®, Series 66

West Liberty, IA

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning ESG / Sustainable investing Hispanic/Latino/Latinx
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Kelly B

CFP®, ChFC®, Series 66

Iowa City, IA

Edward Jones

Divorce financial planning Retirement income strategy ESG / Sustainable investing Wealth management LGBTQIA
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Travis W

CFP®, Series 66

North Liberty, IA

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management
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Chad R

Series 63, Series 66

Iowa City, IA

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management
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Kade H

CFP®, Series 65

Coralville, IA

Storybook Financial

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