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
Glass Jacobson Renews CEFEX CertificationApril 12, 2019
Glass Jacobson has renewed its investment advisor certification with the Centre for Fiduciary Excellence, CEFEX, for another year. An Fi360 company, CEFEX certifies investment advisory ...Read More
Investing in Qualified Opportunity Zones (QOZ) Can Reduce Capital Gains TaxesMarch 16, 2019
In 2017, Congress established the Qualified Opportunity Zone (QOZ) program as part of the Tax Cuts and Jobs Act. The purpose of the new program ...Read More
2018 Year-End Market Update [December 31, 2018]December 31, 2018
This past December has delivered an emotional news cycle where financial and political events collided to create one of the worst performing stock markets for ...Read More