
License Verified:
License: 121558
Investment Adviser Public Disclosure Database, SEC
Abel Financial
Business Description
Abel Financial caters to customers in the Ellicott City metro and the surrounding communities. It offers investment planning solutions, helping clients achieve their financial goals. Its process involves analyzing clients' investment portfolios, finding out how much risk they have, developing personalized plans designed to preserve savings, and determining whether investment solutions such as annuities and real estate should be incorporated in the program. The firm also provides cash flow, estate, and retirement planning services. Founder Rita Abel holds the CFP designation.
License Verified:
License: 121558
Investment Adviser Public Disclosure Database, SEC