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Bales Financial Group, Inc. Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Bales Financial Group, Inc. operates in the financial services sector, focusing on helping clients protect their principal through insurance products and retirement planning. The firm emphasizes guidance on retirement strategies, potential protection of principal against market fluctuations, and education on safer options for retirement plan rollovers, along with life insurance to provide financial protection for loved ones. Based in Cumming, Georgia, the company positions itself as a client-focused firm that treats clients as part of a family-like relationship, operating within a tightly regulated industry. The business appears to collaborate with Retirement Wealth Advisors, Inc. for investment advisory services, highlighting a networked approach within the advisory landscape. The organization serves individuals seeking risk-managed approaches to growth and preservation of assets in retirement planning contexts.

Find Bales Financial Group, Inc. employees' phone numbers or email addresses

Bales Financial Group, Inc. Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

Bales Financial Group, Inc.'s Leadership

  • Stylized image of a person
    L. M.
    Licensed Agent
    Mobile Phone
  • Stylized image of a person
    P. B.
    Sales
    Mobile Phone
  • Stylized image of a person
    P. F.
    Licensed Agent
    Mobile Phone

Bales Financial Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Other

Contact profiles from Bales Financial Group, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    L. M.
    Licensed Agent
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    P. B.
    Sales
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    P. F.
    Licensed Agent
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Bales Financial Group, Inc. known for?

Minus sign iconPlus sign iconBales Financial Group, Inc. operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-864-282-****
. Explore Bales Financial Group, Inc.'s company overview page for more information.

What is Bales Financial Group, Inc.'s most common email format?

Minus sign iconPlus sign iconBales Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bales Financial Group, Inc. email formats with LeadIQ.

How many employees does Bales Financial Group, Inc. have currently?

Minus sign iconPlus sign iconBales Financial Group, Inc. has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Bales Financial Group, Inc.'s key employees and leadership?

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As of August 2026, Bales Financial Group, Inc.'s key employees include:

  • Licensed Agent: L. M.
  • Sales: P. B.
  • Licensed Agent: P. F.

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