Welcome to James Bales Financial LLC
Guidance you can trust.
James Bales Financial has assisted individual investors and small businesses with their financial planning, retirement, investment, and insurance needs since 1994. We provide independent advice, custom financial plans and solutions along with exceptional personal service. As independent registered representatives, we are not tied to one company and have the entire world of financial solutions available to best serve you.
Check out the Resources section for educational articles and videos on subjects like taxes, insurance, and annuities!
Our Latest Video:
After you watch the video, please visit risk.semwealth.com to review your own risk level and have a conversation with Jim and Jacob.
Upcoming Events
Please join us for our latest webinar discussion!
You are invited to join Jim, Jacob, and Jeff Hybiak, CFA for a webinar presentation on “Navigating Uncertainty with Confidence”
When: Feb 15, 2022 11:00 AM Eastern Time (US and Canada)
Topic: Navigating Uncertainty with Confidence
Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/1216445055895/WN_JAcmQRGPQcytB79ZxcdAkQ
After registering, you will receive a confirmation email containing information about joining the webinar.
Thanks, and we hope to see you there!