About Glass Jacobson Wealth Advisors
Glass Jacobson Wealth Advisors is a full-service wealth management firm that provides comprehensive financial planning and investment advisory services. The firm combines large-firm expertise with personalized client care, fostering long-term relationships with clients, many of whom have been with the firm for 20 to 30 years. In 2022, Glass Jacobson merged with YHB CPAs and Consultants, enhancing its tax and accounting capabilities while continuing to prioritize client-centric service.
Min project size
50,000+
Hourly rate
50 / hr
Employees
56
Locations
United States
Year founded
Founded 2001
Service Lines
Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%
Share Your Experience
Help others by sharing your experience with this company
No reviews yet
Be the first to review this company!

