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Morrison Financial

Your financial freedom can come from having your heart and mind instilled with confidence that you have addressed the worries from those what-ifs of life.

Morrison Financial

Your financial freedom can come from having your heart and mind instilled with confidence that you have addressed the worries from those what-ifs of life.

WHO WE ARE

Jim Morrison Financial Services, Inc. has been providing quality financial services to all of Waco, TX for more than 30 years. We are committed to helping you improve your long-term financial health. Financial advisers James S. Morrison and Mark Zorn will provide you with the excellent customer service you deserve. In addition, Joe Knezevich will help you with your estate and legacy planning using life insurance.

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OUR EXPERTISE

Jim Morrison Financial Services, Inc. is a comprehensive wealth management services firm, concentrating in areas of:

Investments accumulation plans

Mutual funds

Retirement planning

Life insurance

401(k)

Income strategies

Education Planning

Business Owners

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LET’S WORK TOGETHER

We work as a single unified team to give our clients what we believe to be the highest quality financial guidance possible.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Jim Morrison Financial Services is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in fwhich they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

Please note that all investments are subject to market and other risk factors, which could result in loss of principal.

Insurance Products: 1) are not a deposit or other obligation of or guaranteed by, any bank or bank affiliate; 2) are not insured by the FDIC or any other federal government agency, or any bank or bank affiliate; and 3) may be subject to investment risk, including possible loss of value.

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