FIDUCIARY FINANCIAL ADVISOR SERVICES
Glass Jacobson Financial Group is part of an elite group of financial advisors that have successfully completed the independent certification process by the Centre for Fiduciary Excellence. This recognition validates something we already know—we hold to the highest fiduciary standards and always act in the best interest of our wealth management clients. Feel free to check out "How Clients Benefit From Their Advisor’s CEFEX Certification" and "The Road to Fiduciary Security" to learn more.
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Recent Blog Posts
Why Your Small Business Should Have a Retirement Plan [Video]June 22, 2018
Offering a retirement plan provides many different benefits for you and your business. In the next few blog posts, we will take a look at ...Read More
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Coordinated Wealth Management: Why It’s Crucial to Financial SuccessMay 17, 2018
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