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!


Upcoming Events

Taxes in Retirement Workshop- Thursday, September 20, 2018 
5:30 pm at Tabb Public Library

Please join us for a presentation to help understand the potential impact of taxes on your retirement. This workshop is designed to provide a basic overview of tax rules and how they apply to you, identify common misconceptions about taxes during retirement, and discuss tools and strategies for taxes.

 *Space is Limited* Please register online at:


Or call our office to register at 757-591-9404