Financial Planning
Cash Glotzer Group, Inc.
Insurance
Retirement
College Savings
Long Term Care
About Us
Thomas Cash
Thomas is a financial professional with more than twelve years of experience. He enjoys working directly with his clients to understand their unique financial situations and develop customized strategies to help them work toward their financial goals.
Thomas treasures the personal relationships he develops with his clients. Cash Glotzer Group is a family business and his clients become lifelong friends.
Outside of work, Thomas cherishes spending time with his family. He has also been involved in the community coaching high school football. In his free time, he enjoys riding horses and Italian motorcycles.
Check the background of investment professionals on FINRA’s BrokerCheck.
Doreen Cash Glotzer
Operations Manager
With a wealth of experiences, Doreen manages the operations of Cash Glotzer Group. She is involved in all aspects of the business. No job is too large or too small for her.
Relationships are truly paramount to the service Cash Glotzer Group provides. Doreen takes pride in personal touches like helping their clients and their families celebrate birthdays and anniversaries. She values the relationships that she has had the privilege of maintaining with her clients.
Thomas Cash
Thomas is a financial professional with more than twelve years of experience. He enjoys working directly with his clients to understand their unique financial situations and develop customized strategies to help them work toward their financial goals.
Thomas treasures the personal relationships he develops with his clients. Cash Glotzer Group is a family business and his clients become lifelong friends.
Outside of work, Thomas cherishes spending time with his family. He has also been involved in the community coaching high school football. In his free time, he enjoys riding horses and Italian motorcycles.
Check the background of investment professionals on FINRA’s BrokerCheck.
Doreen Cash Glotzer
Operations Manager
With a wealth of experiences, Doreen manages the operations of Cash Glotzer Group. She is involved in all aspects of the business. No job is too large or too small for her.
Relationships are truly paramount to the service Cash Glotzer Group provides. Doreen takes pride in personal touches like helping their clients and their families celebrate birthdays and anniversaries. She values the relationships that she has had the privilege of maintaining with her clients.
Our Core Principles
Integrity
Every piece of advice we give is with the client’s best interests at heart.
Honesty
We believe trust is the foundation of any successful partnership.
Knowledge
We are financially savvy with our advice and product recommendations.
Fairness
Our mission is to provide comprehensive guidance at a fair and reasonable cost.
Our
Independent
Advantage
As independent financial advisors, we have the freedom to select from the industry’s top companies and products to best meet our clients’ needs. Because we are not employees of an investment or financial services firm, we work in an open environment with absolutely no corporate quotas or proprietary products to sell. We are also able to choose how we run our business and who we do business with. We have chosen Cambridge Investment Research, Inc. as our broker-dealer and Cambridge Investment Research Advisors, Inc., as our registered investment adviser.” They are responsible for compliance oversight, processing transactions, and helping us stay compliant with securities laws. We work with Cambridge, who has earned many awards, because of their reputation as an industry leader.
Client Account Access
In Memory
Robert A. Glotzer
December 28, 1949 – August 13, 2016
For over 25 years, our founder, Robert A. Glotzer, loved helping his clients reach their financial goals and plan their legacy.
As a young man, Bob played football and baseball in high school. He earned a Bachelor of Arts degree in History from C.W. Post University in Long Island, New York. He had a lifelong passion for sports, and he continued to play softball into his 60s. His other interests included serving as a board member of the Boys and Girls Club, volunteering with Special Olympics, and he was a faithful member of Mt. Sinai Synagogue Congregation for 30 + years.
Bob was married to Doreen and they have four children: Thomas, Tiffany, Heather and Ilana. He enjoyed spending time with his family, traveling and sports. He will be remembered as a wonderful son, brother, husband and father, and for his great laugh and huge smile.
Robert A. Glotzer
December 28, 1949 – August 13, 2016
For over 25 years, our founder, Robert A. Glotzer, loved helping his clients reach their financial goals and plan their legacy.
As a young man, Bob played football and baseball in high school. He earned a Bachelor of Arts degree in History from C.W. Post University in Long Island, New York. He had a lifelong passion for sports, and he continued to play softball into his 60s. His other interests included serving as a board member of the Boys and Girls Club, volunteering with Special Olympics, and he was a faithful member of Mt. Sinai Synagogue Congregation for 30 + years.
Bob was married to Doreen and they have four children: Thomas, Tiffany, Heather and Ilana. He enjoyed spending time with his family, traveling and sports. He will be remembered as a wonderful son, brother, husband and father, and for his great laugh and huge smile.
Contact Us
Invest in your future and begin your financial journey with Cash Glotzer Group, Inc. today! Contact us via the form below or by calling 307-634-4448.
