BALTIMORE FINANCIAL ADVISOR SERVICES
Looking for a financial advisor in Baltimore?
Glass Jacobson Financial Group is part of an elite group of investment advisors that has successfully completed the independent certification process by the Centre for Fiduciary Excellence. Being a CEFEX certified firm means we hold to the highest fiduciary standards and always act in the best interest of our wealth management clients. With our headquarters in Owings Mills, MD, we have Baltimore financial advisors who are ready to help you achieve your financial planning goals.
READY TO CONNECT WITH ONE OF OUR BALTIMORE FINANCIAL ADVISORS?
Send us a message below and we will follow up with you shortly!
We provide financial planning services across Baltimore and the surrounding areas:
Towson, Bel Air, Catonsville, Dundalk, Baltimore City, Ellicott City, Glen Burnie, Pikesville, Havre de Grace, Joppatowne, Owings Mills, Westminster, Columbia, Aberdeen, and Annapolis.
Recent Blog Posts
Use Trusts to Navigate Complex Inheritance and Tax IssuesJuly 8, 2019
Trusts are an excellent wealth management tool that can help you legally navigate inheritance and tax issues. Depending on your objectives, you can choose from ...Read More
Special Needs Trust: What It Is and When to Use ItJuly 3, 2019
A special needs trust should be considered by parents or other caretakers of someone with a physical or mental disability. This financial vehicle offers several ...Read More
Unclaimed Money in the Billions Awaits Rightful OwnersJune 18, 2019
Did you know that billions of dollars are sitting unclaimed in accounts in the United States? The proper beneficiaries are not claiming their money - ...Read More