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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

4 advisors near 73942

Out of 400,000+ nationwide

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Jason E

Series 66

Guymon, OK

Edward Jones

Jason Egger is a financial advisor with Edward Jones in Guymon, Oklahoma, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Edward Jones in 2016, he worked at DCP Midstream for 11 years. Outside of his advisory role, he is involved in managing agricultural operations and industrial safety sales through several privately held companies in Guymon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates 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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Mari C

Series 66

Guymon, OK

Edward Jones

Mari Cruz is a financial advisor at Edward Jones with 10 years of experience, holding a Series 66 designation. Prior to joining Edward Jones in 2016, she coordinated the Victims Impact Panel of Oklahoma’s program in Texas County and worked at McCaffrey Law Firm, PLLC. She served as Texas County Coordinator for the Victims Impact Panel of Oklahoma, organizing speakers for the program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large national network of advisors and branch offices.

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

Series 66

Guymon, OK

Edward Jones

Linda Gilmore is a financial advisor with Edward Jones in Guymon, Oklahoma. She holds a Series 66 designation and has been with Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Guymon, OK

Edward Jones

Willis Hawkins is a Series 66 licensed financial advisor with Edward Jones, based in Guymon, OK, and has 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he owns an LLC named Crescent-C. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

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