H&S Tax and Wealth Advisors, LLC - Red Bank Based Online Accounting Help

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Red Bank Professional H&S Tax and Wealth Advisors, LLC

(1 rating)

H&S Tax and Wealth Advisors, LLC

H&S TAX AND WEALTH ADVISORS, LLC
From my very first meeting with Gregg in the HS Tax and Wealth offices several years ago, I knew I was in good hands. Gregg took the time over several conversations to understand my immediate goals an... From my very first meeting with Gregg in the HS Tax and Wealth offices several years ago, I knew I was in good hands. Gregg took the time over several conversations to understand my immediate goals and shape my portfolio to help me plan for the future. He really listens and makes himself available to answer my questions and fine tune my investments.As an investor, you want a knowledgeable, calm professional fiduciary to design a strategy that works for you. I have complete trust in both Gregg and Charlie, who, together, have made it a priority to help me prepare each year for any federal and state tax implications, avoiding any surprises at tax time!I would definitely recommend HS Tax and Wealth Advisors! More
J D. Verified Client

Reviews (1 rating)

Reviews

J D.

November 12, 2019

Verified Client

From my very first meeting with Gregg in the HS Tax and Wealth offices several years ago, I knew I was in good hands. Gregg took the time over several conversations to understand my immediate goals and shape my portfolio to help me plan for the future. He really listens and makes himself available to answer my questions and fine tune my investments.As an investor, you want a knowledgeable, calm professional fiduciary to design a strategy that works for you. I have complete trust in both Gregg and Charlie, who, together, have made it a priority to help me prepare each year for any federal and state tax implications, avoiding any surprises at tax time!I would definitely recommend HS Tax and Wealth Advisors!

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2549 Eastbluff Drive #448
Newport Beach, CA 92660