Glass Jacobson Wealth Advisors 10451 Mill Run Circle, Owings Mills, MD 21117
About the Business
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Glass Jacobson Wealth Advisors, located at 10451 Mill Run Circle in Owings Mills, Maryland, is a leading institution in the fields of accounting and finance. With a team of CPAs, investment analysts, and financial planners, we offer a wide range of financial expertise to help individuals and businesses build lasting wealth.
Our priority is to establish long-term relationships with our clients, providing personal attention and care from your advisor. Many of our clients have been with us for decades, a testament to the quality of service we provide.
As a full-service wealth management firm, Glass Jacobson offers thoughtful guidance for all aspects of your financial life. Our seasoned advisors are here to help you plan for life's many uncertainties.
Glass Jacobson Investment Advisors, LLC is proud to have received its CEFEX certification, demonstrating our commitment to excellence in financial planning. For more information, visit http://www.cefex.org.
Contact us at 800-356-7666 or visit our office at Suite 800, Owings Mills, MD 21117. Let us help you build a secure financial future.
Photos
Location & Phone number
10451 Mill Run Cir Suite 800, Owings Mills, MD 21117, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been a business and personal client of Glass Jacobson for over 25 years. It has grown significantly in that time, yet continues to provide personalized care. The office staff is always friendly and professional, tending to my needs in a timely manner. During business hours, there is always a real person answering the phone, Ed Jacobson has been my "go to" guy for all my major business decisions. He works hard to understand my goals and develops a concise plan of action. Ed is very intuitive and can see situations from many perspectives. This approach allows me to make sound decisions. For these reasons, I would highly recommend Glass Jacobson."
"I (and my children) have been using Glass Jacobson(Ed Jacobson) for my accounting and tax planning(both personal and business) for the past 5 years. My tax returns have been filed in a very timely matter, and the instructions for filing, payments to IRS when necessary, and refund instructions are very simple ans easy to follow. This has made a sometimes stressful process much easier for me. I had a few IRS questions and concerns in dealing with the estate of my father. Ed referred me to his partner who was more qualified to answer these questions. The 3 of us discussed the situation on a conference call, and their guidance saved us on estate taxes. And, by the way, I was never charged for consultation. I am a strong believer in trusting you professional needs with people that work in that field on a daily basis. Whether you have a tax need, or a general accounting need, Glass Jacobson is a very professional, organization that will work in your best interest to get the job done."
"Glass Jacobson is a tremendous accounting firm. They have gone well beyond tax return preparation and have assisted me invaluably. Ed Jacobson has personally provided me with terrific guidance and service and I would not even consider for a minute changing accounting firms. Highly recommended."
"I have been a client of Glass Jacobson for over 10yrs. I can honestly say I have been well served. My personal CPA, Larry Goldberg has been nothing short of spectacular. He listens and advices. It also helps that he is a dentist and as such understands how best to serve me. I have a lot of confidence in him and the firm that I have recommended him to many of my colleagues."
"I have been a client of Glass Jacobson for 27 years. I own a small business and started my company with their help. Over the years they have helped me file my business taxes, helped with sales tax audit and helped me settle estates. They helped me buy commercial real estate by finding a bank and reviewing interest rates and finding a closing attorney. Writing this review has helped me to remember how much I have been thru and how much Glass Jacobson has been there for me and my family I have sent many friends to them over the years and every friend has thanked me. I can honestly attest to their great job performance"
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Tax Consultant
- Tax Preparation Services
- Audit & Consulting
- Accounting Services
- Asset Protection
- Benefit Planning
- Business Growth Strategy
- Estate Planning
- Estate Settlement
- Family Office Services
- Financial Advisor
- Financial Planning
- Financial Security
- Financial Wellness
- Generational Wealth
- Individual Retirement Plans
- Inheritance
- Insurance Planning
- Investment Planning
- Investments
- Legacy Planning
- Long-Term Care Planning
- Portfolio Management
- Retirement Income
- Retirement Planning
- Risk Management
- Senior Financial Planning
- Small Business Finance
- Tax Optimization
- Tax Preparation
- Trust Administration
- Wealth Creation
- Wealth Management
- Wealth Transfer
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