Plan Your Future

With a Smart Solutions^® Account, we bring it all together in one, investment advisory account that is designed using our model portfolios. Best of all, it doesn't take a lot to get started and you don't have to be a financial expert. In fact, all you need to be is you.

Our Smart Solutions Planning Tool can help you evaluate how you can work toward reaching your financial goals.

Talk to your H&R Block financial advisor, our Select Client Group, or call our Investor Center at 1-866-295-7912 to find out how a Smart Solutions Account might fit into your overall investment strategy.

Your Financial Partner

Since 1971, H&R Block Financial Advisors has been helping clients achieve their financial goals. We are a full service securities broker/dealer offering investment planning, advice, and related financial services and products, with financial advisors serving clients at offices throughout the United States. H&R Block has been building relationships with clients and earning their confidence through sound advice and service since 1955. As part of a mission to more comprehensively serve clients and to become America's tax and financial partner, the two companies joined together to fill the need for both financial and tax support. From Middle America to business owners to the affluent, people look to H&R Block Financial Advisors as a company on which they can depend.

Start Solid
Learn more about our client-focused approach.
What We Believe Our Values & Mission

Plan Ahead
Start planning for your financial future today.
Our Planning Process

Work Together
We're here to help you achieve your financial goals.
H&R Block Advantage Financial Building Blocks

H&R Block Financial Advisors Inc. is a registered investment adviser. Investment services and securities products offered through H&R Block Financial Advisors Inc., member NYSE/SIPC, a registered broker-dealer and subsidiary of H&R Block Inc. Tax services offered through subsidiaries of H&R Block Services Inc. H&R Block Inc. and H&R Block Services Inc. are not registered broker-dealers.

Accounts

Education

Careers

Help Center

Research

Select Client Group

Phone

1-866-714-5499
Monday - Friday
7:00 a.m. to 7:00 p.m. CST

H&R Block Financial Advisors, Inc. has become Ameriprise Advisor Services, Inc., an Ameriprise Financial company and is no longer affiliated with HRB, Inc. or any of its affiliates. Investments and financial advisory services are offered through Ameriprise Advisor Services, Inc. Member NYSE/FINRA/SIPC. All references in this website to H&R Block Financial Advisors, Inc. should now be considered references to Ameriprise Advisor Services, Inc. Some products and services described in this website may not be available in all jurisdictions or to all clients.

Copyright © HRB Digital LLC. All Rights Reserved.
H&R Block Financial Advisors, Inc. Member NYSE, SIPC.
Disclosures & Legal Information | Online Security & Privacy Policy | This site is for U.S. Residents only.

The products and services on this website may be covered by one or more of the following U.S. Patents: 5,706,442; 6,014,645; 6,131,115; 7,010,507;
7,032,008; 7,072,862; 7,127,425; 7,177,829; 7,310,617; 7,296,065. The products and services on this website may be covered by one or more of these patents.