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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 128 near 75647

Out of 400,000+ nationwide

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Brandon R

CFP®, EA, RICP®

Longview, TX

Belonging Wealth Management

I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.

Wealth management General retirement planning Baby Boomers (Born 1946-1964)
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Den M

CFP®

Longview, TX

Belonging Wealth Management

We love the process of partnering with individuals to discover their personal path to a fulfilling financial future. We always tell our clients—we make recommendations, you make decisions. We offer effective tools and clear guidance to help you make retirement what you want.

General estate planning guidance Inherited wealth Gen X (Born 1965-1980)
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Chad S

Series 66

Longview, TX

Edward Jones

Wealth management ESG / Sustainable investing Values-based investing Religious/faith focused
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Dallas L

CFP®, Series 66

Gladewater, TX

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business succession planning General estate planning guidance
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Lance S

CFP®, Series 66

Longview, TX

Edward Jones

General retirement planning Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer
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Joseph W

Series 66

Kilgore, TX

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance
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Brandon W

Series 66

Kilgore, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Religious/faith focused
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Martin C

Series 66

Longview, TX

Edward Jones

Wealth management Founder/Business Owner Hispanic/Latino/Latinx
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Reece N

Series 63, Series 65

Kilgore, TX

Raymond James Financial

Retirement income strategy Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Oil & Gas
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Brett H

Series 66

Kilgore, TX

Edward Jones

Business ownership considerations Wealth management General retirement planning Founder/Business Owner Oil & Gas
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