Glass Jacobson
Finance · Maryland, United States · 51-200 Employees
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Overview
Headquarters
10711 Red Run Blvd Ste 101, Owings Mills...Phone Number
(410) 356-1000Website
www.glassjacobson.comRevenue
$8.4 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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About Glass Jacobson
Glass Jacobson Wealth Advisors specializes in financial consulting, wealth management, and 401k services, catering to both individuals and businesses. The firm offers a comprehensive range of services including personal advisory, financial planning, insurance, divorce advisory, and retirement plan services. With a focus on building long-term relationships, their team of CPAs, investment analysts, and financial planners provide personalized attention and care. Their holistic approach to wealth management combines investment management with financial planning to create customized strategies for each client.Explore more
Glass Jacobson Org Chart
SA
Managing Director, Tax Services
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Glass Jacobson is experiencing very low activity levels compared to other companies in the Finance sector.
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Glass Jacobson financials insights
Gather financial insights about Glass Jacobson, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
Glass Jacobson Tech Stack
A closer look at the technologies used by Glass Jacobson
Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
Mergers & Acquisitions
Facilities Relocation / Expansion
Glass Jacobson is planning to move its offices in June 2022. The move will impact approximately 30 employees at their existing office located at 800 King Farm Blvd, Suite #500, Rockville, MD.
Funding
Glass Jacobson News & Media
Mercer Strengthens Presence In Baltimore And Washington With $1 Billion Acquisition
Mercer’s Purchase Of Glass Jacobson Also Adds More Tax CapabilitiesYHB Expands Maryland Presence with Acquisition of Glass Jacobson
WINCHESTER, Va., May 25, 2022 /PRNewswire/ -- Yount, Hyde and Barbour (YHB) is pleased to share, effective July 1, 2022, we will acquire Glass Jacobson, PA, a Maryland based tax, accounting, and management consulting firm. "We are excited to welcome the Glass Jacobson team to the YHB...Glass Jacobson Financial Group is Certified for Fiduciary Excellence
OWINGS MILLS, Md., Jan. 25, 2018 /PRNewswire/ -- CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360 company, has certified Glass Jacobson Investment Advisors, LLC in Owings Mills, Maryland to the standard described in the handbook "Prudent Practices® for Investment Advisors." Glass...
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Frequently Asked Questions Regarding Glass Jacobson
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Glass Jacobson Wealth Advisors specializes in financial consulting, wealth management, and 401k services, catering to both individuals and businesses. The firm offers a comprehensive range of services including personal advisory, financial planning, insurance, divorce advisory, and retirement plan services. With a focus on building long-term relati... Read More
