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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 155 near 54904

Out of 400,000+ nationwide

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Gary J

CFP®, Series 63, Series 65

Oshkosh, WI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management
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Kasey S

Series 63, Series 66

Neenah, WI

Fidelity

Kasey Sipiorski is a Financial Consultant at Fidelity Investments, a role held since 2024. Prior to this, Kasey has held various positions within Fidelity Investments, including Investment Consultant from 2023 to 2024 and High Net Worth Associate from 2022 to 2023. Kasey's career in financial advising includes experience at OneWisconsin Financial Group in 2021, Vision Financial from 2018 to 2021, and Thrivent Financial from 2015 to 2018. Kasey emphasizes a personal approach to financial consulting, focusing on understanding the unique financial situations, goals, and priorities of clients to build customized financial plans. Establishing a trusting and reliable relationship with clients at Fidelity is a key aspect of Kasey's professional philosophy. Outside of work, Kasey has interests in football, golf, kayaking, motorcycles, music, and writing.

Wealth management
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Shane Z

CFP®, ChFC®, Series 66

Neenah, WI

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
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Nicole R

CFP®, Series 66

Oshkosh, WI

Edward Jones

Retirement income strategy General retirement planning ESG / Sustainable investing Wealth management LGBTQIA Newlywed/Engaged
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Darrick M

Series 63, Series 66

Neenah, WI

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Jamie N

Series 66

Oshkosh, WI

Edward Jones

Retirement income strategy Liquidity event planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Nick J

Series 63

Oshkosh, WI

Edward Jones

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Intergenerational Families Divorced
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Isaiah V

Series 66

Neenah, WI

Edward Jones

College savings (529s, UTMA, etc.) Wealth management General retirement planning
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Eric L

Series 66

Winneconne, WI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Cody K

Series 66

Oshkosh, WI

Edward Jones

College savings (529s, UTMA, etc.) Wealth management Passive / index investing
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