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:

 
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.

After 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 on our Blog!

 

Upcoming Events

Please join us for a webinar discussion regarding Estate Planning Strategies!

 

Along with Jim and Jacob, local attorney Will Carmines will review some estate planning strategies including Revocable Trusts, Life Insurance, Retirement Accounts, and even other subjects as Pet Considerations.

 

You are invited to a Zoom webinar.

When: Mar 11, 2021 11:00 AM Eastern Time (US and Canada)

Topic: Estate Planning Strategies featuring guest speaker Will Carmines

 

Register in advance for this webinar:

https://us02web.zoom.us/webinar/register/7116149579833/WN_sbUfeCuMTKCVImH9xl9Rdg

 

After registering, you will receive a confirmation email containing information about joining the webinar.

 

Thanks, and we hope to see you there!