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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 29 financial advisors of 29 near 75401

Out of 400,000+ nationwide

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Maria H

Series 66

Commerce, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management Founder/Business Owner Executive Engineering Professional Real Estate Professional
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Joshua C

Series 63, Series 66

Royse City, TX

Fidelity

Joshua Coursey is an Executive Planning Consultant I at Fidelity Investments, where he has been employed since 2020. In his current role since 2025, he focuses on helping clients optimize the benefits their companies offer and works to build long-lasting relationships that support clients' financial goals. Prior to this, he held various positions within Fidelity, including Benefits Planning Consultant, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. Before joining Fidelity, Joshua worked as a Senior Banker at First National Bank in Texas from 2019 to 2020. Joshua's career has provided him with experience in benefits planning, workplace consulting, and high net worth client services. This background supports his work in assisting clients with both short and long-term financial planning. Outside of his professional responsibilities, Joshua enjoys comedy, family activities, football, golf, and traveling.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Executive
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Aleah P

Series 66

Royse City, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management Doctor or Medical Professional Founder/Business Owner
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Dylan A

Series 66

Greenville, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Retirement income strategy Military & Veterans Founder/Business Owner Engineering Professional
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Michael M

Series 66

Commerce, TX

Edward Jones

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

CFP®, Series 66

Greenville, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Victoria W

CFP®, Series 63, Series 65

Greenville, TX

Financial Lifestyle Management

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Trey T

Series 65

Royse City, TX

Hackberry Capital Management

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Tara H

Series 63, Series 66

Lone Oak, TX

Advisor Resource Council

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Kathryn R

Series 65

Greenville, TX

First Advisors National, LLC

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