No, we haven’t merged with anyone and we haven’t been acquired by a large firm. However, Glass Jacobson is a member of Integra International – …
Glass Jacobson Renews CEFEX Certification
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 …
Glass Jacobson Announces New Hires and a Promotion
Glass Jacobson welcomed retirement planning assistant Garmai Forloma and operations specialist Jake Sand to the team in February 2019. Wealth Advisor Jon Dinkins II has …
Richard Barsky, CPA Joins Glass Jacobson Financial Group
Richard Barsky, CPA has merged his firm Whelan Barsky & Associates with Glass Jacobson, joining the group’s Rockville team as a principal. Richard specializes in …
Glass Jacobson | Top 150 CPA Firms by Assets Under Management
We are excited that Glass Jacobson Financial Group is listed in Accounting Today’s 2018 list of top CPA RIA firms by regulatory assets under management. …
Glass Jacobson Hires Osikowicz and Deese to Expand Retirement Plan Consulting Services
We are excited to announce the hiring of Richard Osikowicz, AIF® and Byron Deese as part of our plan to expand our retirement plan consulting …
