Testimonials
A Financial Advisors Perspective
More and more financial advisors are choosing to grow their career by joining H&R Block Financial Advisors. Nothing is more powerful than hearing first-hand from advisors. Here's what they are saying about our business-accelerating environment.
I joined H&R Block Financial Advisors to take advantage of the tremendous opportunities available to grow my business. It has allowed me to offer my clients unbiased advice and access to competitive products and services in a highly supportive environment. I am proud to be part of a company that spends significant time, effort and resources to help advisors become more successful.
- Dale Robinson, Atlanta, GA
- formerly A.G. Edwards
There's good name recognition for the H&R Block brand. It carries a lot of weight with the public. Transferring my client accounts to H&R Block Financial Advisors was easy. No matter what department I called, I received a lot of cooperation.
The technology tools here are amazing. I can easily track my compensation, request service online and get a response back the same day, and easily access information to efficiently service my clients.
- Joe Civiletti, Middletown, NJ
- formerly UBS/Paine Webber
As a CFP®, I'm pleased with the direction that H&R Block Financial Advisors is taking. From the back office associates to the local managers, everyone has delivered the things I need to serve my clients and become more successful.
- Harrison Gieger, CFP®, Scottsdale, AZ
- formerly UBS/Paine Webber
We're not in the business of promoting our own products. We're in the business of helping clients reach their goals. H&R Block Financial Advisors is the only major full-service firm that has developed a cross-service platform to help advisors grow their business. H&R Block Financial Advisors is a younger, growing company so there is tremendous opportunity for advancement, whether you want to grow a successful financial advisory business or eventually seek a position in management levels of the company.
- Pete Groeschel, Bellevue, WA
- formerly UBS/Paine Webber
It's clear this is a sales-driven organization. That culture, along with the potential to grow a business through the tax referral stream, were key reasons why I am now at H&R Block Financial Advisors.
- Mark Harwanko, Succasunna, NJ
- formerly Janney Montgomery Scott
We moved to H&R Block Financial Advisors because it is a great place to be to grow your business and having the ability to partner with H&R Block tax professionals is a big reason for that. H&R Block Financial Advisors is a firm with a regional feel that cares about its advisors and is committed to helping them foster and grow their businesses.
- Cliff Hodgman and Gary Sargent - Financial Advisor Team, Kalamazoo, MI
- formerly Smith Barney
I joined H&R Block Financial Advisors because of the regional feel and culture of the firm. We can offer a great alternative to other firms, from access to top management and other departments to the qualified tax leads all advisors can utilize through H&R Block.
- Dick McGalliard, Atlanta, GA
- formerly Senior Vice President & Regional Manager, Wachovia Securities