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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 135 near 55976

Out of 400,000+ nationwide

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Addison S

Series 66

Rochester, MN

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy Founder/Business Owner Women Professionals
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Todd S

Series 66

Rochester, MN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Brenden K

Series 66

Stewartville, MN

Edward Jones

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner Doctor or Medical Professional
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Clayton T

CFP®, Series 66

Rochester, MN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Family Business Wealth management ESG / Sustainable investing Founder/Business Owner
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Keegan S

CFP®, Series 66

Rochester, MN

Edward Jones

Retirement income strategy Business ownership considerations Inheritance planning Retirement withdrawal strategies Wealth management Founder/Business Owner Doctor or Medical Professional
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Staci K

CFP®, ChFC®, Series 66

Byron, MN

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Retirement plans for business owners (SEP, solo 401k)
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Troy K

Series 66

Stewartville, MN

Edward Jones

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
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Kirk B

Series 66

Rochester, MN

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Amy C

Series 63, Series 65

Rochester, MN

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Wealth management Founder/Business Owner
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Scott S

Series 66

Rochester, MN

Edward Jones

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning ESG / Sustainable investing Values-based investing Religious/faith focused Intergenerational Families
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