WASHINGTON, DC FINANCIAL ADVISOR
Looking for a financial advisor in Washington, DC?
Glass Jacobson Financial Group is a Registered Investment Advisor (RIA) that represents the highest standard of investment advisory. We have been certified by the Centre for Fiduciary Excellence.
A CEFEX certification means that we are bound to the highest level of fiduciary standards and always act based on what is most beneficial to our clients. Our financial advisors at our Rockville office can help you strategize and attain your financial goals.
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We provide financial planning services across Washington, DC and the surrounding areas:
Rockville, North Bethesda, Redland, Aspen Hill, Gaithersburg, Potomac, North Potomac, Olney, Montgomery Village, Bethesda, Colesville, Germantown, Friendship Village, White Oak, Silver Spring, and Hillendale.
Recent Blog Posts
Steps to Take When a Spouse Passes AwayJuly 22, 2019
Knowing what to do when a spouse passes away can make a difficult situation a little easier to navigate. Unfortunately, we have seen too many ...Read More
Use Trusts to Navigate Complex Inheritance and Tax IssuesJuly 8, 2019
Trusts are an excellent wealth management tool that can help you legally navigate inheritance and tax issues. Depending on your objectives, you can choose from ...Read More
Special Needs Trust: What It Is and When to Use ItJuly 3, 2019
A special needs trust should be considered by parents or other caretakers of someone with a physical or mental disability. This financial vehicle offers several ...Read More