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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.

Tailored Wealth Management

Your choice for Financial Services

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality 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, Mark Zorn, and Grayson Palmer will provide you with the excellent customer service you deserve. 

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Your Process

Your Process

We create strategies that are tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Our Expertise

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
Let's Work Together

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.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

Grayson Palmer

Grayson Palmer

Associate with Jim Morrison Financial Services

Jim Morrison

Jim Morrison

Founder and Financial Advisor

Michelle Mendoza

Michelle Mendoza

Office Manager with Jim Morrison Financial Services

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