Glass Jacobson Financial Group
CPA Wealth Management Firm
Manage the now, empower the future.
Glass Jacobson has played a proactive role in creating financial success for businesses and individuals since 1962. Unlike other full service accounting firms, Glass Jacobson offers a sophisticated investment approach to help their clients optimize the wealth generated with the assistance of our tax and accounting services.
Glass Jacobson works with almost 50 401k plans with assets in excess of $138,000,000. They are an industry leader in participant education with their 401k education tool 401kbuddy™. Glass Jacobson is passionate about using creative solutions to engage participants and facilitate change in employee's savings behavior.