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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 63869

Out of 400,000+ nationwide

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Jason M

Series 66

New Madrid, MO

Edward Jones

Jason Mahurin is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. His prior roles include positions at First State Financial Management and Midwest Textiles and Supplies. Outside of his advisory work, he occasionally engages in buying, selling, and trading baseball cards as a personal hobby. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Doctor or Medical Professional Educators, Teachers, and Academics
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Mark G

Series 66

New Madrid, MO

Edward Jones

Mark Grimes is a Series 66 licensed financial advisor with Edward Jones, based in New Madrid, MO. He has three years of industry experience, including 14 years in the insurance sector at Anderson & Green Insurance Agency prior to joining Edward Jones. 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 operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Business exit / sale strategy Business succession planning Business ownership considerations Retired Founder/Business Owner Executive
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