Providing a wide-range of accounting and financial management services
The accomplished professionals at Abel Financial provide a wide-range of accounting and financial management services. Because of the complexity of many clients’ financial situations, we also work directly with a network of outside professionals including portfolio managers, estate attorneys, senior care consultants and insurance specialists, to ensure that your needs are fully met.
Rita is the Founder, CEO and President of Abel Financial Management Company. She brings to her position a wealth of experience in the varied fields of accounting and taxation, investment management and comprehensive financial planning.
Steve joined Abel Financial Management Company in 2018. Steve is a CERTIFIED FINANCIAL PLANNER and has a strong background in financial planning. Steve has worked with upper middle class and high net worth families for over 10 years.