About Us

Who We Are

For over 35 years, H&R Block Financial Advisors has helped clients achieve their financial goals. As a full-service securities broker-dealer, we offer investment planning and related financial products and services to clients nationwide.

H&R Block Financial Advisors is a subsidiary of H&R Block, Inc. Since 1955, H&R Block has been providing sound advice and responsive service. Over time, both the need and opportunity arose to expand our services. And what began as providing affordable tax preparation evolved into providing full-service tax and financial solutions.

See what's new with H&R Block. Visit our Press Center today.

Learn More

Learn More about Becoming an H&R Block Financial Advisor.

Our Brand Recognition

The power of the H&R Block brand today is immense. As an advisor, our brand can open new doors of opportunity for you. In fact, 98% of U.S. consumers recognize our brand name1. And among financial services companies, H&R Block ranks 11th in terms of brand power – ahead of companies like J.P. Morgan Chase, Citigroup and Goldman Sachs2.

H&R Block is the number one tax preparer in the world, preparing one in every 7 tax returns filed in the United States3. H&R Block not only started an industry, but transformed it over the decades. Our mission is to help clients achieve their financial objectives by serving as their tax and financial partner. Today, we’re a fully diversified company offering comprehensive financial, tax, mortgage and business services, serving over 19 million clients at more than 10,000 locations nationwide. Included in our multiple lines of business are the fifth largest accounting firm in the world4 and one of the largest mortgage originators in the country5.

Learn More

If you’re ready to power your success, look no further than H&R Block Financial Advisors. It’s the business-accelerating environment you’ve been looking for.

  1. Source: 2004 AD Tracking (Milward Brown).
  2. Corporate Branding LLC, 2004.
  3. Internal Revenue Service estimates, 2004.
  4. Accounting Today. Note: Statistic for combined RMS MCGladrey and McGladrey & Pullen. Through separate and independent legal entities, RSM McGladrey and McGladrey & Pullen work together to serve clients’ business needs.
  5. Inside B&C Lending, February 9, 2004