Provider

Michael COHEN

schedule a free consultation

Provide successful business owners comprehensive wealth management

credentials

contact

+1(410) 356-1000
michael.cohen@glassjacobson.com

10711 Red Run Blvd

Suite 101

Owings Mills MD 21117

bio

Provider

Very experienced in providing high level solutions to our clients in the areas of business management, tax minimization strategies, portfolio and risk management

q & a

What characteristics do your favorite clients share?

Successful business owners who understand the value of taking a big picture, holistic approach to managing their business and personal wealth issues

experience

Glass Jacobson Financial Group

Managing Director
Owings Mills , MD

__/____ - present

business info

Glass Jacobson Financial Group

A CPA Wealth Management Firm

www.glassjacobson.com

Established ____

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements

Financial Services

Stocks or bond investments
Real estate investments
Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Hourly fees
Fee-based investments

Typical Client Assets

$500K or over


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