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.
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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
Estate Planning Under the New Tax Law: Opportunities and TrapsFebruary 10, 2020
The Tax Cuts and Jobs Act of 2017 (TCJA) is a significant tax reform measure that impacts all federal tax laws. And instead of repealing ...Read More
Choose Social Security Options Wisely or It Could Cost YouDecember 20, 2019
Did you know that 95 percent of retirees get it wrong when it comes to choosing when to start their Social Security benefits - and ...Read More
Don’t “Knock” the Backdoor Roth Conversion SolutionDecember 13, 2019
Roth IRAs are becoming increasingly popular savings vehicles as investors realize their utility in securing long term financial freedom as well as their availability to ...Read More