Bales Financial Group

Bales Financial Group Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Bales Financial Group, 212 Webb Street, Suite 101, Cumming, GA.

Part 1 of the Bales back to school events kicked off yesterday at the FoCAL center! 🍎We had a great time connecting with...
07/23/2025

Part 1 of the Bales back to school events kicked off yesterday at the FoCAL center! 🍎
We had a great time connecting with our Forsyth County educators! 👨‍🏫👩‍🏫

If you’re in the education system looking to make the most of your 403(b) or plan for retirement, we’re here to help!

🏫Back to school season is here- and it’s not just for the students! This week we’re connecting with educators and those ...
07/21/2025

🏫Back to school season is here- and it’s not just for the students! This week we’re connecting with educators and those in the education system to talk all things 403(b)s, retirement readiness, and financial confidence as the new school year approaches. 📚✏️

Come see our booth at these events for both our Forsyth County and Bryan County office locations!

Happy 4th of July! Bales Financial Group wishes everyone a day full of freedom, fun, and fireworks. 🎆🇺🇸🎇
07/04/2025

Happy 4th of July! Bales Financial Group wishes everyone a day full of freedom, fun, and fireworks. 🎆🇺🇸🎇

Wishing Cory all the best in his next chapter! Bales Financial Group thanks you for a wonderful 3 1/2 years. You will be...
05/23/2025

Wishing Cory all the best in his next chapter! Bales Financial Group thanks you for a wonderful 3 1/2 years. You will be missed!

There’s a seat for YOU🫵 at a Bales retirement educational seminar! We have an event this upcoming Tuesday at the Richmon...
05/03/2025

There’s a seat for YOU🫵 at a Bales retirement educational seminar!

We have an event this upcoming Tuesday at the Richmond Hill City Center📍

Tax season isn’t just about filing- it’s about planning. Did you know your investment choices and retirement contributio...
04/11/2025

Tax season isn’t just about filing- it’s about planning.

Did you know your investment choices and retirement contributions could directly impact your tax situation?

Let’s make moves for this tax year and create a strategy that works for you!

April is National Financial Literacy Month!💰📚Understanding money is the key to financial freedom. Whether it’s budgeting...
04/01/2025

April is National Financial Literacy Month!💰📚
Understanding money is the key to financial freedom. Whether it’s budgeting, investing, or retirement planning, financial literacy empowers you to make smarter decisions.

This month, we challenge you to take one step towards improving your financial knowledge! 💡What’s one financial topic you want to learn more about? Drop it in the comments! 👇

What’s happening at Bales?✍️✍️We’ve got 2️⃣ educational seminars this month! These are great opportunities to expand you...
03/18/2025

What’s happening at Bales?✍️✍️

We’ve got 2️⃣ educational seminars this month! These are great opportunities to expand your retirement planning knowledge.

For more details and to RSVP, make sure to visit our website.

Introducing Bales Financial Group’s newest member of the team: Ben!Ben was born and raised in Cu***ng, Georgia. He gradu...
03/12/2025

Introducing Bales Financial Group’s newest member of the team: Ben!

Ben was born and raised in Cu***ng, Georgia. He graduated with a degree from Western Carolina University. Ben loves being outdoors and especially enjoys hunting and fishing.

Ben is looking forward to assisting clients with any 403b, life insurance, wealth management, and planning needs.

We’re so excited for Ben to be joining our team!

Bales Financial Group educational workshops are back!Are you looking for strategies to help protect and grow your wealth...
02/20/2025

Bales Financial Group educational workshops are back!
Are you looking for strategies to help protect and grow your wealth?
Stay tuned for more dates and times for our upcoming events!

🎉Happy New Year from Bales Financial Group!We look forward to helping you achieve your financial goals in 2024!
01/01/2025

🎉Happy New Year from Bales Financial Group!

We look forward to helping you achieve your financial goals in 2024!

🎄Merry Christmas from Bales Financial Group!We want to extend our warmest wishes to our clients and community. Thank you...
12/25/2024

🎄Merry Christmas from Bales Financial Group!

We want to extend our warmest wishes to our clients and community. Thank you for your continued trust and support throughout the year.

Address

212 Webb Street, Suite 101
Cu***ng, GA
30040

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+16788077157

Website

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