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Bales Financial Advisors, Inc
James Bales Financial is a financial advisory practice that provides financial planning, wealth management, and insurance services. The firm creates...
Overview
James Bales Financial is a financial advisory practice that provides financial planning, wealth management, and insurance services. The firm creates personalized financial plans covering retirement income, IRA and 401(k) planning, Social Security timing, estate planning strategies, and small business solutions. It emphasizes plain-language advice, long-term client relationships, and ongoing plan monitoring.
General information
Firm type
RIA
Location
Region
North America
Principals
James “Jim” Bales
Registered Principal, Founder
Jacob Bales
CFP®, Investment Advisor Representative
Mary McGonigle
Paraplanner and Bookkeeper
Arlene Bridgette
Office and Client Services Manager
Jamie Davis
Administrator of Accounts
Amy Gelhaar
Director of First Impressions
Frequently asked questions
Who runs investment decisions at Bales Financial Advisors, Inc?
The firm's principals are not publicly named. As a registered investment advisory firm, investment decisions are handled by its advisors, but no individual names have been disclosed in public records.
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