Large Firm Expertise with Small Firm Care
Glass Jacobson is large enough to offer a broad range of financial expertise. Our team of CPAs, investment analysts, and financial planners work to bring the highest standard of care to each client relationship. Our priority is building long-term relationships with our clients, so you can expect personal attention and care from your advisor. Many of our clients have been with us for 20 or 30 years – something we’re very proud of.
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Holistic Approach to Wealth Management
Our comprehensive wealth management approach combines investment management with financial planning to create a customized strategy for each of our clients. Our experienced team of investment analysts, tax advisors, and financial planners will partner with you to create your personalized wealth strategy.
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CEFEX Certified Firm
The Center for Fiduciary Excellence is an independent organization dedicated
to improving fiduciary conduct in the financial services industry. CEFEX
certified firms demonstrate "client first" outcome to attain certification. This
certification represents the firm's commitment to adhere to a global fiduciary
standard.
to improving fiduciary conduct in the financial services industry. CEFEX
certified firms demonstrate "client first" outcome to attain certification. This
certification represents the firm's commitment to adhere to a global fiduciary
standard.
With a CEFEX certified firm you can expect:
A higher degree of transparency
Provide advice that is in your "best interest"
Advice designed to meet your needs
Annual audit to retain certification
Glass Jacobson Investment Advisors, LLC received its CEFEX certification for the 12 months following 12/27/2023. The company pays Fi360, Inc., for the CEFEX certification process. For more information visit http://www.cefex.org
