<p>NEW YORK – H&R Block aims to expand its relationship with its customers beyond the annual tax-filing season by offering financial planning, home mortgages, brokerage services and private wealth management. This year, many tax filers also will get financial planning tips focused mainly on saving for their children's education and their retirement, said Mark A. Ernst, H&R Block's president/CEO. "If we help people with their financial decisions, they will be more loyal," Ernst told the Associated Press. "Plus, we will be doing more than just filling out tax forms." H&R Block, founded by brothers Henry and Richard Bloch in Kansas City, Mo., nearly 50 years ago, now has more than 9,000 offices around the nation. Some of the services are slated to roll out in late spring.</p>
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
