Everything Under The Sun: Two Award Winning Financial Advisers At Glass Jacobson

Glass Jacobson's logo.

One of the smaller financial companies in the Baltimore area is GLASS JACOBSON FINANCIAL GROUP. Among its services, the company provides accounting and consulting to other businesses, along with offering investment advising services.

A mark of how good this company's services really are is that not just one, but two of its employees were named FIVE STAR WEALTH MANAGER AWARD winners. Now, it's not easy to win this award, either, nor can a candidate for this award be self-nominated. There are, in fact, ten eligibility criteria, on which nominees are evaluated - 1. Credentialing as registered investment adviser or registered investment adviser representative; 2. Active while a credentialed professional in the financial services sector for five years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their company's review based on internal standards; 5. Is accepting new clients; 6. Has a one-year client retention rate; 7. Also has a five-year client retention rate; 8. Administered non-institutional discretionary and/or non-discretionary client assets; 9. Number of households served; and 10. Educational and professional designations.

One of the recognized Glass Jacobson professionals is Jon Dinkins. He stated, upon this prestigious recognition, "I care about people, and I care about their dreams. I've seen a lot of people abused by bad advice and bad advisors. When I got into the industry, commission brokers and commission insurance agents were holding themselves out as investment professionals and were just selling products for the sake of commission. It was detrimental to the clients and, at times, very costly; it wasn't a level playing field. Often times, I do things for clients that could be considered detrimental to my own practice, but it's more important for me that they are taken care of - that's my fiduciary responsibility."

Marina Sidelnikova has also received the same recognition. Marina discussed her company's background in the financial sector, "Glass Jacobson Financial Group was founded in 1962 and is a full-service CPA and wealth management firm headquartered in Owings Mills, Maryland, The firm specializes in working with business owners of companies operating in technology, construction, real estate, and medical and dental services. Glass Jacobson employs more than 70 people between its Owings Mills and Rockville offices and serves both national and international clients through its affiliation with Integra International, an association of independent accounting, tax, audit and consulting firms throughout the United States and the world."

Glass Jacobson and Adelburg, Rudow, Dorf, & Hendler executives at CEO luncheon both companies sponsored.

Then, Marina added, "I would like to sincerely thank my clients for the opportunity to serve them and for allowing me to build invaluable professional and personal relationships over all these years. It is a recognition that made me feel proud of the quality of work I do for Glass Jacobson clients."