Best Financial Advisors in Waco

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Jim Morrison Financial Services, Inc. logo
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Jim Morrison Financial Services, Inc.

710 North 64th Street, Waco, TX 76710
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  • Estate Planning
  • Retirement Planning

Business Description

Jim Morrison Financial Services, Inc., has been serving clients in Waco and the surrounding areas for more than 30 years. It provides assistance in a wide range of areas, including education planning, income strategies, investment accumulation plans, mutual funds, and retirement planning. It specializes in brokerage accounts, fixed annuities, institutional money management, and life insurance. Mark E. Zorn, one of the firm's financial advisors, has been working in the industry since 1991. He holds a bachelor's degree in Finance.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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W. Marcus Henn logo
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W. Marcus Henn

4102 S. 31st Street, Suite 350, Temple, TX 76502
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  • Certified Financial Planner (CFP)

Business Description

With 20 years of industry experience, W. Marcus Henn is a financial advisor serving clients in Waco. His client base includes individuals, families, and businesses seeking guidance on financial plans, insurance coverages, and investments. Henn provides consulting services in the areas of retirement projection, education planning, and asset allocation. As a Certified Financial Planner, he steers people toward financial security with his six-step process. This method involves establishing a client-planner relationship, evaluating the person's financial picture, developing, implementing, and monitoring financial planning recommendations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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