With over 25 years of experience in financial services, George has provided financial planning, investment and wealth management services to high net worth individuals, families, retirement plans, endowments and foundations. At Glass Jacobson Financial Group, George works closely with clients in ...
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With over 25 years of experience in financial services, George has provided financial planning, investment and wealth management services to high net worth individuals, families, retirement plans, endowments and foundations. At Glass Jacobson Financial Group, George works closely with clients in the areas of investments, retirement planning, tax and estate planning and business succession planning to provide financial piece of mind. George truly appreciates the opportunity to protect families by building, managing and transitioning wealth in optimal and tax-efficient ways based on an individual or family's specific needs and desires.
Glass Jacobson Financial Group is a full service financial advisory firm that offers accounting and tax services, wealth management, investment advisory services, financial planning, and business consulting to high net worth individuals and families, business owners and institutions.
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