James Bales Financial

Finance · Virginia, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

729 Thimble Shoals Blvd Ste 1E, Newport ...

Phone Number

(757) 591-9404

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About James Bales Financial

James Bales Financial, LLC is an independent financial advisory firm based in Newport News, VA, specializing in comprehensive financial planning, retirement planning, and investment strategies focused on lifetime income. Since 1994, they have provided tailored financial solutions and exceptional personal service to individual investors and small businesses. As independent registered representatives, they offer a wide range of financial options without being tied to a single company. Their resources include educational articles and videos on various financial topics, ensuring clients are well-informed.Explore more
James Bales Financial's Social MediaPopular SearchesJames Bales Financial LLCBales Financial LLCBales Consolidated LLCBales Financial, LLC - HomeCentaurus Financial IncSIC Code 62,628NAICS Code 52,523Show more

James Bales Financial Org Chart

PhoneEmail
AG
United States flag for contact location.

Director of Impressions

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is James Bales Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to James Bales Financial

Compare insights from companies similar to James Bales Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

James Bales Financial

<$5M
1-10
Private
-
2001
AG
Amy GelhaarDirector of Impressions
$5.9M
11-50
Private
-
-
DN
Dustin NewtonFinancial Advisor & Registered Cpfa Principal & Certified Plan Fiduciary Advisor
<$5M
1-10
Private
-
1990
RC
Roni CarlsonAdministrative Assistant
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
CM
Catherine McDougallPresident & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

James Bales Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

James Bales Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about James Bales Financial.

James Bales Financial Tech Stack

A closer look at the technologies used by James Bales Financial

Top Finance Companies

Frequently Asked Questions Regarding James Bales Financial

What is James Bales Financial's official website?
James Bales Financial's official website is www.balesfinancial.com
What is James Bales Financial's Revenue?
James Bales Financial's revenue is <$5 Million
What is James Bales Financial's SIC code?
James Bales Financial's SIC: 62,628
What is James Bales Financial's NAICS code?
James Bales Financial's NAICS: 52,523
How many employees does James Bales Financial have?
James Bales Financial has 1-10 employees
What industry does James Bales Financial belong to?
James Bales Financial is in the industry of: Finance, Securities Trading
What is James Bales Financial competition?
James Bales Financial top competitors include: McDougall Wealth Strategies, Contemporary Retirement Strategies, Great Lakes Wealth Advisors, Westex Investment Services
What technology does James Bales Financial use?
Some of the popular technologies that James Bales Financial uses are: JQuery 1.11.1, Adwerx, Google Tag Manager, Font Awesome
How do I contact James Bales Financial?
James Bales Financial contact info: Phone number: (757) 591-9404 Website: www.balesfinancial.com
What does James Bales Financial do?

James Bales Financial, LLC is an independent financial advisory firm based in Newport News, VA, specializing in comprehensive financial planning, retirement planning, and investment strategies focused on lifetime income. Since 1994, they have provided tailored financial solutions and exceptional personal service to individual investors and small bu... sinesses. As independent registered representatives, they offer a wide range of financial options without being tied to a single company. Their resources include educational articles and videos on various financial topics, ensuring clients are well-informed.Read More

What are James Bales Financial social media links?
James Bales Financial Linkedin page James Bales Financial Facebook page
Is James Bales Financial a public company?
James Bales Financial is private company therefore does not currently have an official ticker symbol
See more information about James Bales Financial

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.