Glass Jacobson is here to help you prosper
Call us today at 1-800-356-7666
We view financial planning as an ongoing, proactive process that helps you take control of your financial life, accumulate wealth, protect assets and set and achieve your goals.
We don’t just report your taxes. Glass Jacobson’s team influences your overall tax picture.
Our clients depend on our CPA team to help them grow and protect their business through sound decision making, smart strategies and efficient process.
To help our clients avoid litigation in their business dealings and relationships, we assist in the development of Shareholder / Partner and Employment agreements.
We offer custom-built portfolios of no-load, institutional share class mutual funds. Our goal is to help business owners maximize their own savings, while providing attractive benefits to employees.
As your business consultant, we work closely with you to develop business strategies, map a clear path to success and maximize your opportunities in the marketplace.
We assess your current coverages and secure the best life, disability and long-term care insurance policies to meet your needs and protect your assets.
As investment advisors, our goal is to enhance portfolio efficiency and risk management through diversification, minimizing costs and long-term performance.
Assurance that you are not leaving money on the table or overpaying- Risk Free. Spend Management services address State and Local Tax and Accounts Payable, putting money back in your pocket.
Copyright © 2010 Glass Jacobson. All rights reserved. Securities by licensed individuals offered through Triad Advisors, A registered Broker/Dealer, Member FINRA/SIPC.