FINANCIAL ADVISOR SERVICES
CEFEX CERTIFIED RIA
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 are a registered investment advisory (RIA) firm that holds to the highest fiduciary standards and always act in the best interest of our 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
Financial Planning for Millennials | Where To Start, and How To Secure Your FutureNovember 5, 2018
While the future might seem far away and your student debt insurmountable, the sooner you begin preparing for your future, the happier you’ll be. What ...Read More
Is the Past Week’s Market Volatility a Signal to Sell? [October, 2018]October 19, 2018
During last week’s stock market sell-off, we saw a 5%, two-day drop in the S&P 500 index. But is this cause for long-term investor concern? ...Read More
Compound Interest: The Proven Investment Strategy [VIDEO]October 12, 2018
This video on compound interest was taken from our course: "The Step-by-step Guide to Your 401k Plan." We hope it's helpful! *Return information sourced from ...Read More