Glass Jacobson Wealth Advisors
702 King Farm Boulevard, Rockville, Maryland 20850
About the Business
Glass Jacobson Wealth Advisors, located at 702 King Farm Boulevard in Rockville, 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 our commitment to excellence.
As a full-service wealth management firm, Glass Jacobson offers thoughtful guidance for all aspects of your financial life. Our seasoned advisors can help you navigate life's many financial questions and challenges. Glass Jacobson Investment Advisors, LLC has received CEFEX certification, demonstrating our commitment to high standards of excellence in financial services.
For more information, visit our website or contact us at 800-356-7666. Let Glass Jacobson Wealth Advisors help you secure your financial future.
Photos
Contacts
702 King Farm Blvd Suite 610, Rockville, MD 20850, United States
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been a business and personal client of Glass Jacobson for over 15 years, and they are one of the most outstanding service providers of any kind I've ever dealt with. I've dealt with several of their partners and staff for various situations, and not a single person is anything but A+ quality. As the firm has grown, they have not forgotten how to treat their clients as if they're still a smaller firm. I routinely talk about how to surround yourself with the best when it comes to critical aspects of your life and business and include Glass Jacobson in that list."
"I have worked on many projects with Glass Jacobson and Doug White over the years. He has handled tax matters both big and small -- doing the very simple returns for my father to the much more complex filing of my business' taxes. He is responsive and very quick to answer questions while giving first rate advice on how to structure our personal and business finances. I highly recommend Glass Jacobson for any accounting needs you may have. They are great at reducing stress and saving money."
"I've been using Glass Jacobson Financial Group for tax and accounting services for at least 15 years and I couldn't be more pleased with their work. In fact I've recommended them to half a dozen friends. They are knowledgable, efficient and offer good value. When I sold my house, they provided outstanding assistance in making sure all my bases were covered in a complicated settlement. I have complete confidence in their work."
"I have been working with Doug at Glass Jacobson for 5 years now. Doug has a strong knowledgeable team of professionals and experts in this field. He not only handles all of our financial reporting and tax filings, he also acts as a business consultant on many critical business decisions. I highly recommend Glass Jacobson Financial Group."
"i can't say enough about Glass Jacobson - they have provided me with fabulous accounting and tax services, not only for myself but for my family members and friends, for a long long time. They have a wealth of expertise that i have benefitted from for not only my business but for my personal tax returns as well. Even at the height of their busiest seasons, they are responsive and warm - no question or need is too small! Five stars doesn't seem like enough to recommend them!"
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