Since 1971, H&R Block Financial Advisors has been helping clients achieve their financial goals. We are a full service broker/dealer offering investment planning and related financial products and services, with financial advisors serving clients at offices throughout the United States.
We're ready to help you start taking control of your financial future. We have the resources and the knowledge to help you pursue your financial goals. We look forward to helping you.
My mission statement
My mission is to educate individual investors in the fundamentals of wealth accumulation. The objective is to provide clients with a knowledge base to form realistic expectations for portfolio return, including a disciplined investment program with the objective of providing long term capital and income growth. I seek to provide investment counsel to help families reach their financial goals by applying the principals outlined in our investment policy. I will work to help investors avoid the errors, which can result when individuals, without a disciplined approach, react to the volatility of the financial markets.
H&R Block Financial Advisors websites and its contents are intended only for customers and prospective customers residing in the United States. No information given shall be considered a solicitation to buy or sell a security, or any other product or service, to anyone in any jurisdiction where such purchase or sale, offer, or solicitation would be considered unlawful under that jurisdiction.