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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 509 near 68510

Out of 400,000+ nationwide

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Joe F

CFP®

Lincoln, NE

402 Financial

402 Financial is a fee-only financial advisor firm serving Lincoln, NE and surrounding areas, founded by Christian Classen and Joseph Fowler, CFP®. We specialize in retirement planning. We started 402 because we were tired of "financial advisors" who made their living selling annuities and expensive mutual funds, without adding any value to the clients they claimed to serve. Our process goes beyond investments; we focus on minimizing your lifetime tax bill and enabling you to give to the charities you love.

General tax planning Retirement income strategy Young Families Gen X (Born 1965-1980)
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Jack E

CFP®, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Business ownership considerations General estate planning guidance Founder/Business Owner
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Mark C

Series 66

Lincoln, NE

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Craig B

Series 66

Lincoln, NE

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning
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Bethany A

CFP®, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy Wealth management
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Megan G

ChFC®, Series 66

Lincoln, NE

Edward Jones

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

CFP®, Series 63, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy General retirement planning Wealth management Retirement withdrawal strategies
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Jared H

Series 63, Series 66

Lincoln, NE

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance
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Don M

Series 66

Lincoln, NE

Edward Jones

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy General retirement planning Founder/Business Owner
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Joel W

Series 66

Lincoln, NE

Edward Jones

Divorce financial planning General estate planning guidance Retirement income strategy General retirement planning
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