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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

5 advisors near 48617

Out of 400,000+ nationwide

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Danielle H

Series 66

Farwell, MI

Fairway Investment Group, LLC

Danielle Haring is an Investment Advisor Representative with Fairway Investment Group, LLC and holds a Series 66 designation. She has one year of industry experience and also works with Paradigm Equities, Inc. and MEA Financial Services. Outside of financial advising, Danielle is a teacher at Clare Public Schools. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association, offering fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a tailored investment approach based on client profiles and combines fundamental, technical, and cyclical analysis across its offerings.

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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Justin C

CFP®, Series 66

Clare, MI

Kingsview Wealth Management, LLC

Justin Cole is a CFP® professional with 14 years of industry experience, all of which have been with Edward Jones since 2012. He holds a Series 66 designation and is based in Clare, MI. Outside of his advisory role, Cole is involved in managing rental properties through an LLC he co-owns with his wife. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Michael J

Series 63, Series 65

Clare, MI

LPL Financial

Michael Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at The Huntington Investment Company and Huntington National Bank. Outside of finance, he owns Great Lakes Sporting Goods LLC. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services 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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Erin L

ChFC®, Series 66

Clare, MI

Edward Jones

Erin Ludwig is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® and Series 66 designations. Before joining Edward Jones in 2017, she worked at Frontier Communications and Charter Communications. Outside of her advisory role, Ludwig is an assistant coach for elementary girls' basketball and softball with Beal City Youth Sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Brianna B

Series 66

Clare, MI

Edward Jones

Brianna Bitzer is a financial advisor with Edward Jones in Mt Pleasant, MI, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked at Meijer for 11 years. Outside of her advisory role, she has a joint venture ownership interest in a rental property business but does not manage or spend time on it. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering various investment strategies and affiliated financial services under a fiduciary standard.

College savings (529s, UTMA, etc.) General retirement planning Doctor or Medical Professional Engineering Professional Sales Professional Women Professionals
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