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
How to Ensure Your Loved Ones are Cared for when You Pass AwayMay 29, 2019
It is tragic when a client contacts us after losing a spouse - even more so when it is unexpected. Often the surviving spouse was ...Read More
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