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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

3 advisors near 58257

Out of 400,000+ nationwide

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Jeremy S

Series 66

Mayville, ND

Thrivent Investment Management

Jeremy Strand is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, Strand is involved in cattle ranching and assists a local farmer seasonally; he also serves as a board member for the Pirate Girls Hockey fundraising efforts and the Trail County Farm Bureau. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach focuses on holistic, goal-based planning across a wide range of topics, with options to combine planning with managed-account programs under a consolidated billing arrangement.

Business ownership considerations
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Hunter T

Series 66

Mayville, ND

Cetera

Hunter Torgeson is a financial professional with Cetera, holding a Series 66 designation and three years of industry experience. Prior to his current role, he spent 11 years at First & Farmers Bank / First State Bank. Outside of his advisory work, he serves as a junior high baseball coach at May Port CG High School. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Preston E

Series 66

Mayville, ND

Cetera

Preston Edinger is a financial professional with two years of industry experience, currently affiliated with Cetera and Lux Wealth Advisors. He holds a Series 66 designation and has worked at several firms including Securian Financial Advisors of ND and Mayville State. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by a combination of advisor-managed accounts, model portfolios, and third-party managed programs.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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