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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 64744

Out of 400,000+ nationwide

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Jeremy F

Series 66

Stockton, MO

Edward Jones

Jeremy Fowler is a Series 66-licensed financial advisor with Edward Jones, based in Stockton, Missouri. He has 13 years of industry experience and has been with Edward Jones since 2012. Fowler serves as a board member for both the Lamar R-1 School District and the Stockton Recreation Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 65

Stockton, MO

Thrivent Investment Management

Janet Lindner is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Simmons Bank from 2016 to 2020 before joining Thrivent in 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive, goal-based planning without discretionary trading authority. The firm’s services include a combination of planning and managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Bo B

Series 66

El Dorado Springs, MO

Edward Jones

Bo Bishop is a financial advisor with Edward Jones in El Dorado Springs, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he owns rental property in Nevada, MO. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

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