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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

2 advisors near 49920

Out of 400,000+ nationwide

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Ryan O

Series 66

Crystal Falls, MI

Edward Jones

Ryan O'Grady is a financial advisor with Edward Jones in Crystal Falls, MI, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at U.S. Bancorp Investments and Ameriprise Financial Services Inc. Outside of his advisory work, he is a member of the Crystal Falls Lions Club, where he is involved in organizing events, raising awareness, and managing membership activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Stephanie N

Series 66

Crystal Falls, MI

LPL Financial

Stephanie Nocerini is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She has been with LPL Financial since 2014. In addition to her advisory role, she is a licensed health insurance agent and a notary public. 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 accommodates various advisory models and client needs through its extensive 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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