Products & Services

Select Client Group

To help you meet your investment goals and objectives, we offer a wide variety of services, accounts and investment options. Contact us today so we can help determine the best plan of action for you.

At H&R Block Financial Advisors Select Client Group, we are dedicated to giving you experienced advice and guidance to help you live your financial life to the fullest. We provide:

Service and professional guidance from dedicated financial advisors
Access to your team of advisors with or without an appointment
Experience in tax-smart investment planning through our partnership with H&R Block, Inc.

Services

Investment Planning
Retirement Planning
Education Planning
Asset Allocation Analysis
Model Portfolios
Equity and Fixed Income Research
Life Insurance Review
Online Investing
Systematic Investing

Accounts

Education Savings Plans
Traditional, Roth, SEP and Simple IRAs
Professionally Managed Account
Premier Advisory Account
Smart Solutions Account
Premium Account
Investment Brokerage Account

Investments

Mutual Funds
Stocks
Bonds
Insurance
Annuities

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.

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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.