H R Block Financial Services

While many people think of H R Block as a tax preparation company, they offer so much more. For example, H R Block financial services are something both individuals and businesses should consider. If you already use this company for your taxes then it is convenient to use them for your financial needs as well. They provide a large number of services for all kinds of different financial needs. In this article you will learn more about some of the key services offered by this company.

The advisors employed by H R Block can provide brokerage investment advice, online investment advice, investment vehicles, asset allocation, college financial planning, retirement planning and even advice for small businesses. If you open an account with this company you can actually access it online through their official website. One thing many people will appreciate is the large number of different services in one place. You can open and track investments and get professional financial advice.

One thing to consider is a Smart Solutions Account. This type of account provides investment advisory services that use H R Block model portfolios. You don't need a lot of money to open a Smart Solutions Account and you certainly don't have to be an expert in the financial field. The personal level of customer service and diversified model portfolios from which you can choose make these accounts ideal for the personal investor who wants to build their wealth now and for the future. To learn more or open an account you'll need to call the toll free Investor Center or speak to an H R Block representative.

Another top H R Block financial services product to consider is the Premier Advisory Account. This fee based advisory account gives you a consolidated investment account together with cash management. This account is flexible and gives you more control. With one of these accounts you get professional advisory services on the subjects of investment planning, tax preparation, financial securities market research and advice, and lots of flexibility. Other features include a daily sweep to your money market account, quarterly performance reports, access to your report online or by phone and unlimited check writing. Just as with the Smart Solutions Account, you can set up a Premier Advisory Account by calling the Investor Center or consulting with a financial H R Block professional.

 

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