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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 58784

Out of 400,000+ nationwide

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Raoul B

Series 63, Series 66

Stanley, ND

Integrity Alliance, LLC

Raoul Brandt is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His career includes roles at Brokers International Financial Services, Wealth Plus of the Dakotas, Capital Financial Services, Senior Asset Preservation Services, and BBH Insurance. He serves as president of BBH Insurance Inc., owns Senior Asset Preservation Services, and is a board member of the North Dakota Western Area Water Supply; he is also president of the Stanley Lions Club. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement consulting, and access to third-party manager programs, utilizing a range of investment approaches and custodial platforms.

Annuities ESG / Sustainable investing
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Rebecca G

Series 66

Stanley, ND

Thrivent Investment Management

Rebecca Goettle is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Outside of her advisory role, she co-owns a cattle ranch with her husband and is involved in local community activities, including serving as a board member of the Stanley Commercial Club and treasurer for Stave Township. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

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