Glass Jacobson Financial Group

Glass Jacobson Financial Group is a wealth management and accounting firm that advises both individuals and businesses. Its team combines CPAs, investment analysts and financial planners, and it describes itself as big enough to offer broad expertise while keeping personal contact with each client. Many clients have stayed with the firm for 20 or 30 years.

What Glass Jacobson Financial Group offers

• Personal advisory services: ongoing guidance on investments and wider financial decisions.
• Automated investment programme: an automated investing option offered alongside its advisory work.
• Financial planning: planning for major life questions and long-term wealth.
• Accounting and tax: tax planning and accounting work from its CPAs.
• Retirement plan services: support with retirement plans.
• Insurance and divorce advisory: insurance services and financial advice during divorce.

Who it works with

The firm works with individuals and businesses, with an emphasis on long-term relationships.

Key facts

• Team: CPAs, investment analysts and financial planners
• Certification: Glass Jacobson Investment Advisors, LLC received CEFEX certification for the 12 months following December 2022