Profile
First Name
Richard
Last Name
Osikowicz
Professions
Financial Advisor / Wealth Management
Industry
Finance
Chapter
B2B Montgomery County
Member Role
B2B President
Member Bio
Richard is the Director of Retirement Plan Services at Glass Jacobson. He brings more than 30 years of investment and retirement plan consulting experience working with business owners and employees. He specializes in translating advance financial concepts into actionable steps that help individuals achieve their business & retirement goals.Richard earned his bachelor’s degree from Towson University in economics & political science. He is a CERTIFIED FINANCIAL PLANNER®, Registered Investment Advisor (RIA), and has also obtained his Accredited Investment Fiduciary designation.
Contact Details
Company Details
Company Name
Glass Jacobson Wealth Advisors
Job Title
Director of Retirement Plan Services
Street:
10055 Red Run Blvd. Suite 160
City:
Owings Mills
State:
Maryland
Zip code:
21117
About Us
The founders of Glass Jacobson have played a proactive role in building wealth for businesses and individuals since 1962. As a full-service wealth management firm, it’s our priority to guide you as you navigate your financial life. Glass Jacobson Wealth Advisors helps individuals, families, and businesses implement a personalized strategy, finding the best path to achieve your financial goals.Our seasoned team of professional investment analysts, advisors, and financial planners have extensive expertise and are passionate in optimizing your financial future. Our approach combines investment management with financial planning to chart a course that’s personal to you, your services, and your goals. The result is a cohesive approach to your finances and your future.We serve all of Maryland and Virginia and have clients across the US and worldwide.
Services Provided
Personal Advisory Services, Retirement Plan Consulting, Investment Management, Financial Planning, Business Consulting, Insurance & Risk Management, Divorce Advisory, Accounting & Tax Services
Ideal Customers
1) Business Owners that need help with various aspects of managing their business, from start-up to exit strategy planning and everything in-between.2) Individuals that need help managing the complexities of investing and advanced financial planning concepts.
Employee Count of Clients
20-49
Revenue Size of Clients
$1+ million plus - $15 million