Abel Financial Strategies

Abel Financial Strategies has given me peace of mind. We've been working together for a couple years now, and A.W. has helped me and my husband come together in our financial goals. A.W. provides us an in depth report that details every aspect of our financial condition, and a roadmap to achieve our financial goals. A.W. spent a lot of time listening to our concerns and helped us devise a plan to overcome them. He has been available any time we've asked for assistance or clarification. A.W. has become a trustworthy partner for us in our financial journey.

A.W. was instrumental in helping us understand finances in a way that we could easily comprehend. He guided us through retirement, social security, Medicare, and health insurance. He even aided us in buying a home in North Carolina. He offers financial reviews quarterly and is always responsive to emailed or phoned questions. A.W. will go above and beyond to help you and he treats every client as if you are his only client.

A.W. Abel has been our financial advisor for many years before my husband and I retired, and now we have been retired for five years! I attribute our successful transition and our comfort in retirement years to A.W.'s management. He originally set up and continually manages our accounts and meets with us four times a year to check up on any changes that we might need and to be sure we understand what is happening with our accounts. He has become a member of our family. We completely trust and rely on A.W.

If you are looking for a professional, knowledgeable, financial adviser, then Mr. Abel is the man for you. I was referred to him by a friend and was more than pleased with his advise after our first meeting. He has helped me with the money I have saved for retirement, and has not been pushy or overwhelming, only giving me the best advise possible.

Great. AW offers good advice, answers questions thoroughly and in an easy-to-understand manner.

Excellent.

So well that A.W. Abel has been our financial advisor for about 20 years. A.W. has become a member of our family. He helped us set up accounts to prepare for retirement and an investment account to fund any large emergency cash needs we might have. We retired 4 years ago and have been able to adjust to the lack of salaries coming in and enjoy our retirement life. We meet with A.W. 4 times/year, twice in person, twice by phone to go over the status of all of our resources and discuss any financial needs. Once a year we revisit our assets and expenditures to check for any changes or adjustments needed. In 20 years, the economic market has gone up and down several times. We have always been happy with the way A.W. has guided us through the shoals of the downs and the opportunities of the ups! Thank you, A.W.!

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AW has always been honest with us without being judgmental. We had taken out a loan to help consolidate some credit card bills and he questioned the APR; however, he agreed that this was a reasonable move, but that maybe he could've helped us get a better rate somewhere else had we consulted him first. (my bad)
He explained some features and terms of our life insurance policies and our pensions that helped tremendously with understanding where we could make beneficial "tweaks" , where we might want to beef up our coverage given the changes in our work status and retirement requirements..
We discussed the performance records of our 401Ks and where and why he was looking at some eventual re-balancings. Took the time to explain what he looks for in stocks and funds in that process. Also asked if we had particular areas that we thought about investing in and why they might be good or bad.
Examining our budget uncovered some ways to improve our cash flow, and postponed our purchase of a new vehicle for a few months until we could accumulate a larger down payment (we invested in car repairs, instead).
We were very satisfied with the meeting and AW is always available for questions. Also he puts out periodic notices with tips and trends to watch as well as investment newsletters and individual progress reports so we are always in the loop.

Over the years, A.W. has minimized our losses and maximized gains in a difficult economy. When we have decisions to make his advice is always sound. He is quick to respond to our needs. He is responsible and knowledgeable. He knows us well and we so appreciate him, that he has become an honorary member of our family.

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I have used them a couple of times and everything went really well.  They charge the percentage of what they manage.  A.W. is the owner of the service and he does all the initializing.  He is very helpful.  He does a thorough work.  He makes sure I understand the process.  He gave me a lot of information.  His thoroughness stood out the most to me.  He makes sure that he is very approachable.

I started using A.W. as my financial advisor because I had issues with two other big name companies. I had advisors that did not do what I asked, required multiple requests before they would respond, and used high pressure tactics to have me move all of my financial resources under their care. I suppose that my assets were insufficient to warrant their time unless it was to transfer more money into their control.
When I first met A.W., I was wary and mentioned that I had a 401K held by a previous employer. Rather than receiving the "you must transfer it all to me speech", he explained to me the advantages and disadvantages to leaving it there and to moving it out. No pressure, no gimmicks, just straight up good advise. He finished that discussion with "so if based on that you are happy where it is, then you should leave it there and if not we can discuss what you would like to do with it."
Over time, I noticed that my accounts managed by A.W., outperformed the accounts managed by me. I suppose that this is to be expected since although I consider myself reasonably savvy, I am not retired and I do not have the time to research all of the possibilities and stay on top of things. I have a retired family member that spends hours every week tracking things, but I have a family with young children and a full time job.
Based on our recurring discussions, A.W., makes investment decisions and then sends me an email indicating what is happening and why; for example, re-balancing certain things based certain conditions. We chat at least quarterly on the phone unless I have specific questions (I don't think that he has stated a preference to meeting in person or chatting on the phone as I prefer for most things), not that re-balancing occurs this often.
I send A.W. an email when I have a specific question; for example, how much money should I put into my child's college fund and how much should I keep out of the system, and what should I do with that money (and why). His answers were very enlightening. I should note that I have found A.W. extremely response. Sufficiently so that I have on more than one occasion mentioned to him that when I ask a low priority question on Sunday, I do not expect an immediate answer. He has never claimed to answer email with that level of responsiveness, but the over the years the half a dozen times I have bothered him with questions he has answered in what I considered a faster than expected time frame.
A.W. has news letters that he sends out that details a range of topics typically related to financial issues. Just today, I was rereading a paper that he published in April of 2013 related to the Health-Care Reform and, how it will affect me. These are available on his web site and you can read his newsletters without directly contacting him (highly recommended).
I highly recommend that you consider Abel Financial Strategies, he has served me well.

A.W. is very thorough and explains everything in detail.  He makes sure that I understand what his plan is for managing my IRA retirement account.  A.W. also helps me with my budget which helps keep me on target.  A.W. is curteous and polite and very comfortable to work with.

I have been using them for about 6 years. They have done an awesome job for me for the past 6 years.

He does a good job. I have been using his service for two years.

He is open and honest. He is constantly asking if we have any questions. He always seems to be right about everything. He is responsive, punctual, and professional. I will definitely continue to use his services.

Mr. Abel has been our financial advisor for a whilenow. We feel we can trust him with our money as he asks us about our goals and expectations every time we meet.

With the birth of my daughter, I was concerned about taking care of my family, if I died. A.W. explained my options and helped to formulate a plan, that would work within our budget and provide for my families future, if I die.

AFTER HAVING PROBLEMS WITH SOLOMON SMITH BARNEY, I SPOKE WITH A.W.. HE WAS VERY EASY TO WORK WITH AND HAS A LOT OF INTEGRITY. I SHOULD ALSO NOTE THAT HE HAS PROVIDED VERY GOOD INVESTING ADVICE.