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Glass Jacobson Investment Advisors, LLC

EST. AUM
$928,010,356

CONTACTS
1

CLIENT ACCOUNTS
1,475

Firm Details

Metro area Baltimore
CRD Number 120141
Website glassjacobson.com
Client types

Overview

Planning, organization, knowledge, foresight, perseverance, and skill are some of the characteristics needed to manage one’s financial well-being. However, many people end up throwing all of their legal documents, insurance policies, investments, and tax returns into a financial junk drawer, losing sight of how to reach their goals. Good wealth management requires significant coordination between all of these elements. The Glass Jacobson team of seasoned, dedicated financial advisors and planners helps position clients to achieve the financial goals that are most important to them.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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