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William R. Abeles, Jr., CFP®

Wells Fargo Advisors, LLC

1145 Professional Ct
Hagerstown, MD 21741
Phone: (301) 733-2353
Fax: (301) 791-0840

Toll-free: (800) 388-1248

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.