Abel Financial: Certified Financial Planner Baltimore

Mar 2023

We have been working with Steve for several years and are very pleased with his service. He is knowledgable, always ready to answer questions or find the answers and shows the utmost integrity. In addition, Steve is friendly & personable and it is a pleasure to work with him.

Dec 2022

We have known and worked with Steve Stern for many, many years and have complete confidence in him and his financial knowledge. He has taken the time to get to know us, what our ever changing needs and goals are and checks in with us a couple of times a year. He knows the rules and laws within the financial world and has advised us on how to maximize our portfolio and achieve our investment objectives. He does this in a way that is clear and understandable. He is organized, very open to answering all questions about keeping us financially secure from necessary insurance, trust information, wills, etc. and makes us feel like we are his only clients. We know we are...read full review

Oct 2022

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.