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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 73086

Out of 400,000+ nationwide

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Robin J

Series 65

Sulphur, OK

Jolly, Robin K

General retirement planning Cash flow / budgeting
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Kent C

CFP®, Series 63, Series 65

Sulphur, OK

Cornell Capital Group, LLC

Kent Cornell is a CFP® professional with 30 years of industry experience. He is the principal of Cornell Capital Group, LLC, an independent advisory firm he has led since 2017. Prior to that, he worked at Madison Avenue Securities, LLC for 11 years. Outside of his advisory role, he is involved in tax preparation and consulting through Cornell Financial Services, LLC, and owns Chili Creek Ranch, Inc., a ranching and real estate business. Cornell Capital Group serves individual and high-net-worth clients by providing financial planning and investment advisory services primarily through referrals to third-party registered investment managers. The firm facilitates client onboarding, monitors manager performance, and assists with administrative tasks without directly managing portfolios.

Active portfolio management
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Linda E

Series 63, Series 66

Sulphur, OK

Edward Jones

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Jill C

Series 66

Sulphur, OK

Edward Jones

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