Bales Financial Group Inc

  • Financial Services
  • Jacksonville FL
  • 6 employees
  • Financial Services
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Company Overview

Headquarters
13400 Sutton Park Dr S Ste 1601, Jacksonville FL
Website
balesfinancialgroup.com
Phone
(904) 398-9080
Employees
6
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 561 Companies
NAICS Code 56 Companies
SIC Code
SIC Code 73 Companies
SIC Code 62 Companies
SIC Code 736 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$6B

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Who is Bales Financial Group Inc

Bales Financial Group Inc. is a small financial services firm based in Cumming, Georgia, with four employees. The company generates approximately $2.5 million in annual revenue. Bales Financial Group specializes in providing individuals with a range of financial planning and protection services. They focus on helping clients develop retirement planning strategies, explore insurance products designed to safeguard principal and potentially capitalize on market growth, and navigate retirement plan rollovers. The company also offers life insurance solutions to protect loved ones. Bales Financial Group emphasizes building strong client relationships, referring to their clients as part of their "family." They operate within a highly regulated industry, adhering to strict guidelines regarding client interactions and content shared on their platforms. For inquiries or to learn more about their services, you can visit their website at balesfinancialgroup.com. Investment Advisory Services are offered through Retirement Wealth Advisors, Inc. (RWA).

Bales Financial Group Inc Industry Tags

Annuities
Life Insurance
401K
403B rollovers
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Bales Financial Group Inc Tech Stack

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FAQ

What is the location of Bales Financial Group Inc's headquarters?
The headquarters of Bales Financial Group Inc are situated at 13400 Sutton Park Dr S Ste 1601, Jacksonville FL
What is Bales Financial Group Inc's phone number?
Bales Financial Group Inc's contact number is (904) 398-9080.
What is Bales Financial Group Inc's official website?
The official website of Bales Financial Group Inc can be found at balesfinancialgroup.com.
What is Bales Financial Group Inc's current revenue?
As of November 2019, Bales Financial Group Inc's annual revenue reached $6B.
How many employees does Bales Financial Group Inc currently have?
Bales Financial Group Inc employs approximately 6+ people as of November 2019
Which industries is Bales Financial Group Inc primarily operating in?
Bales Financial Group Inc operates in the following industries: Finance, Credit
What are Bales Financial Group Inc's industry tags?
Bales Financial Group Inc's industry tags include: Annuities, Life Insurance, 401K

Employee Directory

Key Employees

Davey Bales

President & CEO

Phone Email

Mark Anglin

Financial Advisor

Phone Email

Isabel Suero

Client Relations and Marketing Specialist

Phone Email