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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 89801

Out of 400,000+ nationwide

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James G

Series 66

Elko, NV

G&S Wealth Management LLC

Wealth management
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Nick K

Series 63, Series 65

Elko, NV

Read & Powell Financial Services, LLC

Nick Konakis is a financial advisor with Read & Powell Financial Services, LLC in Elko, NV, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Read & Powell Financial Services since 2004 and is also associated with Read & Powell, LLP, an accounting partnership. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual, high-net-worth, and charitable clients, managing approximately $147 million across about 516 clients. The firm employs a team approach, using fundamental and technical analysis alongside mutual fund and ETF evaluation, and leverages Fidelity’s FMAX platform and integrated fintech tools to develop and implement personalized investment policies.

General estate planning guidance Wealth management
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Diane R

Series 66

Elko, NV

Read & Powell Financial Services, LLC

Diane Rice is a financial advisor with Read & Powell Financial Services, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Advisors LLC since 2011. Outside of her advisory role, she is employed as a personal assistant. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm uses a combination of fundamental and technical analysis to develop individualized investment policies and manages approximately $147 million for over 500 clients through a team of six advisors.

General estate planning guidance Wealth management
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Eric W

Series 65

Elko, NV

Read & Powell Financial Services, LLC

Eric Wiseman is a Series 65-credentialed financial advisor with eight years of industry experience. He has been associated with Read & Powell, LLP since 2006. Read & Powell Financial Services, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm manages approximately $147 million for about 516 clients through a team of six advisors and uses a combination of fundamental and technical analysis alongside mutual fund and ETF evaluation to develop and implement individualized investment policies.

General estate planning guidance Wealth management
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Melinda M

Series 66

Elko, NV

Ameriprise

Melinda Mott is a financial advisor at Ameriprise with six years at the firm and three years of industry experience. She previously worked at Eide Bailly for five years. Outside of her advisory role, Melinda makes and sells pottery. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations primarily for investors with substantial assets under management.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jason L

CFP®, ChFC®, Series 63, Series 66

Elko, NV

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy Wealth management General estate planning guidance
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Dorothy H

Series 66

Elko, NV

Ameriprise

Dorothy Hull is a Series 66 licensed financial advisor with Ameriprise in Spring Creek, NV, and has 29 years of industry experience. Her background includes long-term roles at Waddell & Reed and various insurance carriers, along with independent insurance brokering. She also serves on the Board of Directors as an elder at Lamoille Presbyterian Church. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brad B

Series 63, Series 66

Elko, NV

Ameriprise

Brad Brazil is a financial advisor at Ameriprise with four years of industry experience. He holds Series 63 and Series 66 credentials and has prior work experience in real estate and mining sectors. Brazil is also employed at Elevate Management, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivering a range of advisory, brokerage, and insurance solutions through its large institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jearred F

Series 66

Elko, NV

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Intergenerational Families
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Cheryl G

Series 66

Elko, NV

Wells Fargo Clearing

Cheryl Galloway is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and affiliated Wells Fargo entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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