About H&S Tax and Wealth Advisors LLC
H&S Tax and Wealth Advisors LLC is a comprehensive wealth management firm located in Red Bank, NJ. They specialize in investment, retirement income, tax, education, and charitable planning, offering a full range of services for individuals and businesses. The team is committed to adhering to fiduciary standards as a fee-only advisor, leveraging their experience and expertise to create tailored financial solutions for each client's unique objectives. Clients praise the firm's exceptional guidance, personalized care, and commitment to communication and accessibility. The team, led by Gregg Shaw, is described as honest, caring, and responsive, providing wonderful advice and guidance to help families plan for a secure future. Overall, H&S Tax and Wealth Advisors is highly recommended for anyone in the Red Bank area or beyond seeking comprehensive wealth management services.
Charles Harris, CPA is truly the best. He’s been our tax accountant for years and we trust him completely not only for my own accounting practice but for our client’s as well. Charles is incredibly knowledgeable, responsive, and always takes the time to explain things in a way that’s easy to understand. He’s helped us not only with tax preparation, but with proactive tax strategy and planning that has made a real difference. We confidently refer many of our own clients to him, and the feedback is consistently outstanding. If you’re looking for a CPA who is professional, sharp, and genuinely cares, I highly recommend Charles.
Charlie Harris is an excellent, experienced and extremely knowledgeable tax professional. He is reliable and excellent at explaining and answering questions. I am so grateful for his service and I highly recommend his company.
I have found that H&S is an invaluable destination to help plan for your financial future. I've always been fairly good at managing my finances and planning for my future. But as I got older I realized I needed help and that I needed help from someone I could trust. Many financial firms have solicited me and it always felt like they were reaching into my pocket, more concerned about their bottom line than my financial well-being. Not H&S: as a fiduciary they are legally/ethically bound to act in their clients' best interest and they do act in this way. Ethics is not a word you often hear when it comes to financial advisors but H&S are truly ethical. They manage your money...read full review