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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 95 near 98815

Out of 400,000+ nationwide

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Stewart C

Series 63, Series 66

East Wenatchee, WA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Brieanna A

Series 66

Wenatchee, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Inheritance planning Women Professionals
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Darl B

ChFC®, Series 63, Series 66

East Wenatchee, WA

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner
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Juan I

Series 63, Series 66

Wenatchee, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing General retirement planning Retirement income strategy Hispanic/Latino/Latinx Newlywed/Engaged Young Families
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Michael M

CFP®, Series 63, Series 65

Leavenworth, WA

McHenry Capital, L.L.C.

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Cody G

Series 65

Malaga, WA

Arrowstone Wealth, LLC

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Richard B

Series 63, Series 65

Wenatchee, WA

James Capital Management LLC

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Kelly K

Series 66

Leavenworth, WA

Icicle Creek Investments

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Bradley B

CFP®, Series 66

Cashmere, WA

Blackburn Financial

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Sean G

CFP®, Series 63, Series 65

Wenatchee, WA

Telos Wealth

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