130 Maple Avenue,
Does This Sound Like You
Just Starting Out
Death of a Spouse or Partner
Self Directed Investor ... BUT
Ready to Retire
Received an Inheritance
Meet the Team
Benefits of H&S Tax & Wealth
Serving and Giving
Comprehensive Financial Planning
Tax & Accounting Services
Make an Appointment
Benefits of H&S Tax & Wealth Advisors
, we are committed to maintaining the highest standards of integrity and professionalism by acting in our clients best interest
Work exclusively with the founders of H&S Tax and Wealth
Founders consists of a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA) and Certified College Financial Consultant (CCFC).
H&S utilizes webcam technology for reviews and meetings - no matter living 5 miles or 5000 miles away from our office.
Proactive NOT Reactive to our clients needs
Fee ONLY Registered Investment Advisor (We do NOT get paid commissions), there are no conflicts of interest.
Able to coordinate financial planning, estate planning, tax planning, investment management and risk management all in house
Tax preparation offered by our affiliate, H&S Tax Associates**
Tax planning, not just at tax time but throughout the year, at no additional costs
Contact us today!
** Discounts may apply