Glass Jacobson Wealth Advisors - Owings Mills, Maryland

Glass Jacobson Wealth Advisors

Una empresa de planificación financiera con sede en Owings Mills, MD, que ofrece servicios de planificación financiera, asesoramiento en división de bienes y auditoría financiera, así como preparación de impuestos.

Con una ubicación en 10055 Red Run Blvd Suite 160, Owings Mills, MD 21117, Glass Jacobson Wealth Advisors está equipada para ayudar a los individuos y familias a alcanzar sus objetivos financieros.

Especialidades

• Financial planner: Ofrece planificación financiera personalizada para ayudar a los clientes a alcanzar sus objetivos financieros.
• Divorce service: Proporciona asesoramiento y apoyo durante el proceso de división de bienes en casos de divorcio.
• Financial audit: Realiza auditorías financieras para garantizar la transparencia y la precisión de las finanzas de los clientes.
• Tax preparation: Prepara impuestos para ayudar a los clientes a minimizar su carga fiscal.

Otras características

• Accesibilidad para personas con discapacidad: El edificio cuenta con un estacionamiento accesible para personas con discapacidad y un baño accesible.
• Accesibilidad para personas transgénero: El edificio cuenta con un baño de uso compartido de género.
• Recomendación de citas: Se recomienda hacer una cita previa para cualquier consulta o reunión.

Opiniones

Esta empresa tiene 42 reviews en Google My Business con una media de opinión de 4.7/5.

👍 Reviews of Glass Jacobson Wealth Advisors

Susan S.

5/5

I have been a business and personal client of Glass Jacobson for over 25 years. It has grown significantly in that time, yet continues to provide personalized care. The office staff is always friendly and professional, tending to my needs in a timely manner. During business hours, there is always a real person answering the phone,
Ed Jacobson has been my "go to" guy for all my major business decisions. He works hard to understand my goals and develops a concise plan of action. Ed is very intuitive and can see situations from many perspectives. This approach allows me to make sound decisions.
For these reasons, I would highly recommend Glass Jacobson.

Abiodun A.

5/5

I have been a client of Glass Jacobson for over 10yrs.
I can honestly say I have been well served. My personal CPA, Larry Goldberg has been nothing short of spectacular. He listens and advices. It also helps that he is a dentist and as such understands how best to serve me. I have a lot of confidence in him and the firm that I have recommended him to many of my colleagues.

Robin W.

5/5

Glass Jacobson is a tremendous accounting firm. They have gone well beyond tax return preparation and have assisted me invaluably. Ed Jacobson has personally provided me with terrific guidance and service and I would not even consider for a minute changing accounting firms. Highly recommended.

Robert L.

5/5

I (and my children) have been using Glass Jacobson(Ed Jacobson) for my accounting and tax planning(both personal and business) for the past 5 years. My tax returns have been filed in a very timely matter, and the instructions for filing, payments to IRS when necessary, and refund instructions are very simple ans easy to follow. This has made a sometimes stressful process much easier for me.
I had a few IRS questions and concerns in dealing with the estate of my father. Ed referred me to his partner who was more qualified to answer these questions. The 3 of us discussed the situation on a conference call, and their guidance saved us on estate taxes. And, by the way, I was never charged for consultation.
I am a strong believer in trusting you professional needs with people that work in that field on a daily basis. Whether you have a tax need, or a general accounting need, Glass Jacobson is a very professional, organization that will work in your best interest to get the job done.

tshlds

5/5

My family and I have used Glass Jacobson & Associates for all of our tax and accounting needs for more than 40 years. They have provided a very professional and educational environment. I would highly recommend their services for a secure future.

Gail E.

5/5

I have been a client of Glass Jacobson for 27 years. I own a small business and started my company with their help. Over the years they have helped me file my business taxes, helped with sales tax audit and helped me settle estates. They helped me buy commercial real estate by finding a bank and reviewing interest rates and finding a closing attorney. Writing this review has helped me to remember how much I have been thru and how much Glass Jacobson has been there for me and my family I have sent many friends to them over the years and every friend has thanked me. I can honestly attest to their great job performance

Ben G.

5/5

The Glass Jacobson Team has handled accounting and tax matters for CEOIQ since I started the business over 18 years ago...Their attention to detail and customer orientation is what has kept me as a client for nearly two decades now. Working with Ed Jacobson and Cheryl McCann, who handles all the details of our work has been a consistent professional experience and a delightful personal relationship as well.

Julie D.

5/5

My family and I have utilized the services of Sam Cohen with Glass Jacobson for over 30 years! Sam is very knowledgeable and tentative and truly cares about our needs. Over the years Sam has become like a second family I would never let anyone else handle our accounting needs. I would highly recommend his services.