@glassjacobson.com
Glass Jacobson Wealth Advisors offers financial consulting, wealth management, and 401k services.
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Glass Jacobson Wealth Advisors is a reputable brand that offers a wide range of financial services to individuals and businesses. With a focus on Maryland and Virginia, but with clients nationwide and globally, they provide financial consulting, wealth management, and 401k services. Their team of experienced CPAs, investment analysts, and financial planners is dedicated to offering personalized attention and care to each client, ensuring a high standard of service.
Glass Jacobson takes a holistic approach to wealth management, combining investment management with financial planning to create customized strategies for their clients. They can help you navigate complex financial decisions and provide thoughtful guidance in areas such as retirement planning, purchasing a vacation home, and saving for your child's college education. As a CEFEX certified firm, Glass Jacobson demonstrates a commitment to transparency and putting the client's best interest first.
Contact them today to schedule a consultation and start building lasting wealth
Company Type
Privately Held
Company Size
51-200
Year Founded
2001
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