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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

Advisors near 60025

Out of 400,000+ nationwide

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Basil A

Series 65

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ESG / Sustainable investing Active portfolio management
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Options & derivatives strategies Passive / index investing Wealth management
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Series 65

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Active portfolio management Options & derivatives strategies Concentrated stock management
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Series 63, Series 65

Rolling Meadows, IL

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Income planning Active portfolio management Options & derivatives strategies Approaching retirement Retired
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CFA®, Series 66

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Active portfolio management Options & derivatives strategies Real estate investing
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Arlington Heights, IL

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Options & derivatives strategies Real estate investing
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Options & derivatives strategies Concentrated stock management Tax-loss harvesting Active portfolio management
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Daniel S

Series 63, Series 65

Arlington Heights, IL

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Options & derivatives strategies Concentrated stock management Real estate investing
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Nancy D

CFA®, Series 63

Northfield, IL

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Cash flow / budgeting General estate planning guidance Retirement income strategy Women Professionals
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Wealth management Retirement income strategy Equity compensation tax strategy Cash flow / budgeting Founder/Business Owner Retired Mid-Career Professionals
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