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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 49946

Out of 400,000+ nationwide

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Jacob O

CFP®, Series 66

Lanse, MI

Edward Jones

Jacob Ostermeyer is a CFP® with seven years of industry experience and is currently affiliated with Edward Jones. He has held multiple roles at Edward Jones since 2017 and has prior work experience in education, retail, and seasonal employment. Outside of his advisory work, he serves on the board of the Ottawa Sportsmans Club in Pelkie, MI, where he contributes to oversight of the 3D archery range. 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 through a broad network of financial advisors and offers a range of investment advisory programs and affiliated financial services under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Michael O

Series 63, Series 66

L Anse, MI

Edward Jones

Michael Ostermeyer is a financial advisor with Edward Jones in L'Anse, MI, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as a volunteer fireman and operates fire equipment with the Village of L'Anse Volunteer Fire Department, a position he has held since 1998 and has been paid for since 2006. He is also the president of the Baraga County Chamber of Commerce. 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products delivered through a large nationwide network of financial advisors and branch offices.

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