Large Firm Expertise with Small Firm Care
Glass Jacobson is large enough to offer a broad range of financial expertise. Our team of CPAs, investment analysts, and financial planners work to bring the highest standard of care to each client relationship. Our priority is building long-term relationships with our clients, so you can expect personal attention and care from your advisor. Many of our clients have been with us for 20 or 30 years – something we’re very proud of.
Holistic Approach to Wealth Management
As a full-service wealth management firm, Glass Jacobson provides thoughtful guidance for your financial life. Our team of seasoned advisors can help you plan for life's many questions.
life. Our team of seasoned advisors can help you plan for life's many questions.
CEFEX Certified Firm
to improving fiduciary conduct in the financial services industry. CEFEX
certified firms demonstrate "client first" outcome to attain certification. This
certification represents the firm's commitment to adhere to a global fiduciary
Glass Jacobson Investment Advisors, LLC received its CEFEX certification for the 12 months following 12/27/2022. The company pays Fi360, Inc., for the CEFEX certification process. For more information visit http://www.cefex.org