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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 152 near 55073

Out of 400,000+ nationwide

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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)
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Eric E

Series 66

White Bear Lake, MN

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families
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Tanya P

CFP®, Series 66

Chisago City, MN

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Wealth management
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Rebecca B

CFP®, Series 63

Saint Croix Falls, WI

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Wealth management
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Jacob H

CFP®, Series 66

New Richmond, WI

Edward Jones

General retirement planning Retirement income strategy General estate planning guidance
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Zachary B

Series 66

Scandia, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused
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Pamela J

Series 66

White Bear Lake, MN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner
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Tyson L

CFP®, Series 66

New Richmond, WI

Edward Jones

General estate planning guidance Retirement income strategy Retirement withdrawal strategies Wealth management
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Tucker H

CFP®, Series 66

Osceola, WI

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
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Jonathan T

Series 66

Somerset, WI

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner LGBTQIA Divorced
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