About Abel Financial: Certified Financial Planner Baltimore
Abel Financial is a boutique financial planning firm serving upper middle-class clients in Baltimore. As a fiduciary, the firm prioritizes building personalized, fee-based financial plans tailored to each client's goals. Clients praise the firm's expertise and commitment to clear communication. They highlight the advisor's knowledge of financial laws and their ability to explain complex topics in an understandable way. Clients appreciate the advisor's responsiveness, organization, and dedication to providing comprehensive financial guidance, including retirement projections, investment management, tax planning, estate planning, and insurance needs. Abel Financial emphasizes building long-term relationships with clients, focusing on quality service over a large client base.
Our whole family benefits from the peerless service we receive from Rita and Steve. Always attentive, detail-oriented, and accessible, this team has put us at ease, and fostered our success. We are grateful for the support and the innovative thinking they have brought to our finances and tax planning, and look forward to many years of working together in future.
We have been working with Steve for over five years. He has been extremely helpful, knowledgeable, professional, and personable. He has always been available for advice when we needed to consult with him. We highly recommend his services.
Steve Stern has been my financial advisor for six years. He as don a great job. He is always available when I have questions and has been a great problem solver. I can always count on Steve