Nick and Jenna are living the modern upper-middle-class lifestyle. They are two working parents focused on professional growth but also raising two children and just trying to keep it all together! Once we know you, your family and what you want out of life, we help you organize your finances. As a client, you are not just a number.
We value personalized relationships which is why we work with a limited number of new families each year. We believe that it is important to give back to those who are less fortunate by volunteering. Our client, Dr. Raul Caceres started the Tiwanaku Project in Oruro Bolivia, and serves as the director.
We value personalized relationships which is why we work with a limited number of new families each year. We believe that it is important to give back to those who are less fortunate by volunteering. Our client, Dr. Raul Caceres started the Tiwanaku Project in Oruro Bolivia, and serves as the director.
Services
Rita Abel, the founder of Abel Financial, has been a practicing CPA since 1982, first working in various public accounting firms and becoming a sole practitioner in 1991. Since that time, she has incorporated both disciplines to maximize the benefit to her clients' financial well-being.
Rita's personal journey has seen her family escape Poland during the holocaust and make her way through Russia and Israel as a young girl before making her way to the US.She has seen the worst in people and governments. Rita is married, has three adult sons who are also married and who have blessed her and her husband with seven wonderful grandchildren - five boys and two girls.
Rita's personal journey has seen her family escape Poland during the holocaust and make her way through Russia and Israel as a young girl before making her way to the US.She has seen the worst in people and governments. Rita is married, has three adult sons who are also married and who have blessed her and her husband with seven wonderful grandchildren - five boys and two girls.
The core of our investment strategy ensures that our client's investments are first, aligned with their financial plan. We determine how much risk you have in your portfolio by seeing how you performed in various real-world events. We develop an investment plan to help you minimize risk and preserve your hard-earned life's savings.
Financial Plans evolve over time and our greatest joys in life are helping our clients through the various celebrations and challenges that come throughout our relationships. Nick and Jenna are living the modern upper-middle-class lifestyle. They are two working parents focused on professional growth but also raising two children and just trying to keep it all together!
Reviews (7)
Carrol Perrino
Dec 23, 2021
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For many years, I resisted employing a financial planner worried I would encounter the horrific eventualities detailed in multiple stories, films and personal accounts. I am an older woman with limited financial acumen, a perfect target for an unscrupulous so-called expert. Then I met Steve Stern of Abel Financial. We talked long before I felt confident to follow anything but the most conservative of investment strategies. As I perceived not only his ability but his genuine willingness to adhere to my investment risk perception, I began a program of investment that allows me peace of mind. If any
Katie Martin
Dec 08, 2021
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Steve is an expert in his field. He is knowledgable and professional. He is patient and answers my many questions. In the past, I have chosen to defer our family's financial decision-making to my husband. Steve ensures that I am included, helping develop my financial literacy, making it a comfortable environment to learn and ask questions without judgement. Steve has become part of our family. We are blessed to be clients. Because of Steve, I am confident of our household's current and future financial position.
Jeff Martin
Nov 20, 2021
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We have been working with Steve for over a year and he has been fantastic. We have worked with other financial advisors before and Steve has been the best I have worked with the past 20 years. He is extremely responsive with any questions you have and extremely organized and knowledgeable during our meetings. Steve is all about quality over quantity, meaning he doesn't take endless clients where you become a informal statistic or $$$ sign. He is all about building a long term, lasting relationship. I would highly recommend Steve.
Karol Taylor
Jul 05, 2021
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I try to ask as many people as possible if they have a financial planner because I want to be able to share about Steve. I find him trustworthy and considerate. Steve takes his money off the increases in my portfolio,, which means it is in his best interests to make money for me, and he does. My portfolio is up 20% in the last year thanks to Steve. I highly recommend working with him and would encourage anyone to check out his services.
Judy Goodyear
Mar 16, 2021
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Abel Financial has been my advisor for over 30 years and I have worked with Steve Stern since he began
with Abel. He has successfully helped me with money and investment management and retirement
issues. You always feel that you are is only client because he is available when you need him and he
takes the time to explain complicated issues in plain English. He is incredibly organized, for example
before your meetings, he discusses with you what your goals for the meetings are and what he thinks
should be included, what information he needs from you, and then provides you with an outline of
with Abel. He has successfully helped me with money and investment management and retirement
issues. You always feel that you are is only client because he is available when you need him and he
takes the time to explain complicated issues in plain English. He is incredibly organized, for example
before your meetings, he discusses with you what your goals for the meetings are and what he thinks
should be included, what information he needs from you, and then provides you with an outline of
Erika Klemperer
Feb 23, 2021
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I can't recommend this partnership of Rita Abel and Steve Stern highly enough. Between the two of them I know that my financial situation, including my tax returns, are in safe and expert hands. Their service is a great combination of being warm and personal but also highly professional. I have been a client with this firm for over 25 years so speak from experience.
Kathy Caceres
Oct 14, 2020
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I cannot express how pleased we are with the excellent financial guidance we have received from Steven Stern. He is very attentive to our needs with excellent timely communication skills. We have regular meetings with him to address any concerns. On a personal note he provided tremendous assistance in helping me organize my mother's situation which gave me confidence for her future. He truly cares about his clients and we highly recommend him
