Welcome to James Bales Financial, LLC

Guidance you can trust.

We have been serving individual investors and small businesses with their financial planning, retirement, investment, and insurance needs since 1994.  We provide independent advice, custom plans and solutions along with exceptional personal service.  As independent registered representatives, James Bales Financial is not tied to one company and has the entire world of financial solutions available to best serve you, the client.

Check out the Resources section for educational articles and videos on subjects like taxes, insurance, and annuities!


Our Latest Video:


Is the risk level you have in your financial portfolio now what it should remain? Now might be a good time to consider that for yourself.

Once you watch the video, please visit risk.semwealth.com to review your own risk level and have a conversation with Jim and Jacob.

View our other videos here, on our Blog page!


Upcoming Events

Preparing Your Portfolio for the Election Webinar
When: Oct 21, 2020 11:00 AM Eastern Time (US and Canada)
Topic: Preparing your Portfolio for the Election - With Jeff Hybiak, CFA of SEM Wealth Management

Register in advance for this webinar:

After registering, you will receive a confirmation email containing information about joining the webinar.
Thanks, and we hope to see you there!