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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 Retired

9 advisors near 03570

Out of 400,000+ nationwide

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Valerie M

Series 66

Berlin, NH

Empower Advisory Group

Valerie Moore is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds the Series 66 designation and has worked at several firms including Personal Capital Advisors Corporation and Cetera Advisor Networks. Prior to her financial advisory roles, she held a position at the Illinois House of Representatives Office of the Clerk in 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term forecasts.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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David M

Series 66

Berlin, NH

Edward Jones

David Martin is a Series 66-credentialed financial advisor with Edward Jones in Berlin, NH, where he has worked since 2014. He has 11 years of industry experience and also has a long-term role with the Berlin City Auto Group dating back to 1988. Martin serves as a trustee of trust funds for the City of Berlin, overseeing decisions related to the appropriation of gifted funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory and managed solutions. The firm operates an SEC-registered advisory program with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Raymond L

Series 66

Berlin, NH

Edward Jones

Raymond Landry is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Cliff S

Series 66

Berlin, NH

Edward Jones

Cliff Scott is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent nine years with Berlin City Auto Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,000 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Shane B

Series 66

Berlin, NH

Edward Jones

Shane Bertrand is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Glenn T

ChFC®, Series 63

Berlin, NH

LPL Financial

Glenn Tassey is a financial advisor at LPL Financial with 31 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc. and Princor Financial Services Corporation. He is also involved with The Tassey Group Insurance & Financial Services, which he has operated since 2013. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Brandon L

Series 66

Berlin, NH

Edward Jones

Brandon Lavertu is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for the New Hampshire Department of Corrections from 2014 to 2024. Outside of his advisory role, he is a partner in a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated products, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Military & Veterans Public Service Employee Young Professionals
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Linda S

Series 63, Series 65

Gorham, NH

OSAIC

Linda Sjostrom is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial, Inc. from 2009 to 2023. Outside of her advisory role, she operates Taurus Financial Group, where she serves as a notary public, prepares tax returns for various clients, and acts as a trustee for family trusts. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and a broad platform of investment options.

Annuities Founder/Business Owner Executive Retired
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Joseph D

Series 66

Berlin, NH

Edward Jones

Joseph Dupuis is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his advisory role, he held positions at Berlin City Ford, Berlin City Chevrolet, and Town & Country Motor Inn. Dupuis also serves as Vice President of the Notre Dame Arena in Berlin, NH, where he assists in decision-making for the facility. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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