Financial & Legal

Accepts Downtown Helena Gift Cards

Anderson ZurMuehlen & Co., P.C.

Anderson ZurMuehlen & Co., P.C. is a full-service accounting and business consulting firm offering audit and accounting, tax, litigation support, human resources, and technology consulting services to a broad spectrum of business and individual clients throughout the United States. Anderson ZurMuehlen was established in 1957 and has offices in Billings, Bozeman, Butte, Helena, Great Falls and Missoula, Montana. Firm-wide we employ over 200 individuals, 40 of whom are shareholders.

Browning, Kaleczyc, Berry and Hoven P.C.

Browning, Kaleczyc, Berry & Hoven, P.C. is a full-service law Montana firm with offices in Helena, Missoula, Bozeman and Great Falls.  BKBH provides legal services to business entities and their allied trade association doing business in Montana.  BKBH’s attorneys strive for excellence serving businesses with their varying needs, including business formation, trademark registration and litigation, employment matters, real estate, general litigation, lobbying, and a variety of other areas of law. With more than 20 attorneys in several major markets throughout Montana, BKBH is well-equipped to assist businesses of all sizes with diverse legal needs.

D.A. Davidson & Company

D.A. Davidson financial consultants provide personalized advice on stocks, bonds, government securities, mutual funds, Individual Retirement Accounts, college funds, insurance and annuities and other financial products and services. An experienced research staff serves individual and institutional investors with award-winning research.

Edward Jones ~ Jayme Klehfoth, Financial Advisor

When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation.  We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them.  Contact me today and see how personal service can make a difference.

First Interstate Bank

Their company’s founder, Homer Scott, Sr., didn’t purchase the Bank of Commerce in Sheridan, Wyo. with ambitions to create the biggest bank. Rather, with his common sense, feet-on-the-ground nature, the local rancher and business owner felt compelled to create the best bank. As They’ve grown and expanded to over 70 locations throughout Montana, Wyoming, and South Dakota, Homer’s guiding principles remain paramount. They’re glad he founded First Interstate Bank with that philosophy, and we still strive to be the best bank every single day.

When it comes to their customers, they remain focused on providing the highest quality service and products possible. Their branch leadership works hard to understand the needs of their communities and make decisions at the local level to help those communities grow. In addition, with an unwavering focus on giving our time and money to nonprofit organizations and charities, their company and their employees make continual investments in the places they call home.

On a day-to-day basis, their success depends on their employees. They endeavor to be the employer of choice across our three states, creating an environment where top-notch employees are rewarded with competitive salaries, opportunities for growth, and comprehensive benefits. They invest in their employees much in the way they invest in us and the customers they serve.

Though their buildings, technology, and communities may change and grow, First Interstate remains steadfast in following their founder’s guiding principles as they move forward.

Jacoby Insurance Group

Life and Health insurance is our specialty and that focus allows us to provide superior service to our clientele. We are able to shop from a variety of Montana’s top insurance companies and we take the time to answer questions, explain the difference between plans and make the application process as smooth as possible. Our services come at NO COST or mark up to you.

We invite you to explore our site and learn more about the services we offer. We welcome your inquiries by phone at 406.457.1243

Sullivan Financial Group

Well before financial planning services diversified into the range of products and options that are now available, Peter Sullivan established himself as a leading consultant on risk management in Montana’s capital city of Helena. Active in business, civic and church affairs, Peter quickly became known as the man you could trust on insurance matters. In 1998 he was delighted to welcome one of his sons, Dan, into the business. Dan had enjoyed a fast-paced technology career with the Boeing Corp. in Seattle, but missed the personal relationships and four-season recreational opportunities that his hometown offered. Together, Peter and Dan expanded their firm into a comprehensive financial planning services firm that retains the personal values Peter instilled back in 1963 and embraces the technology and vitality that Dan brings to the business Sullivan Financial Group. In 2016, Peter retired from Sullivan Financial Group to share more time with his friends, children, grandchildren and community projects. He left satisfied the infrastructure to support his lovely clients was strong and enduring.

Valley Bank of Helena

Valley Bank of Helena is a full service, locally-directed community bank serving residents of Helena, East Helena and our neighboring communities with a range of personal and business banking services.

A member of the Glacier family of banks, our performance sets us apart. We’ve earned top national rankings for strength and stability while maintaining our local connections and direction. We’re known for industry-leading products and personal service — everything you need, from checking and savings accounts to online and mobile services that make banking easy for you, or commercial, personal, and real estate loans to help you achieve your goals.

At Valley Bank We Believe in Family and Community, in Striving for Personal Excellence, in the Balance of Work and Play, in the idea that Nice Does Matter, and that above all, We Can Make a Difference.

…Therefore We Agree to Honor the Value of Family, to Give Back to the Community, to Work Hard to Be Better, to Treat All People with Dignity and Respect, and to Make a Positive Difference for Someone Every Day.

See for yourself that there really is a better choice in banking. Visit any of our six convenient branch locations and find out why business as usual is different here!

Division of Glacier Bank. Equal Housing Lender. Member FDIC.

Wells Fargo Bank

Hey DHI Members, Check out this fantastic resource for your small business!!

https://wellsfargoworks.com/

This site provides resources for planning, managing and marketing your business!

Our vision: “We want to satisfy all of our customers’ financial needs and help them succeed financially.”

Wipfli LLP

One of the top 20 accounting and business consulting firms in the nation, Wipfli LLP has provided private and publicly held companies with industry-focused assurance, accounting, tax, and consulting services for more than 85 years. With approximately 1,500 associates in 32 offices in the United States and 2 offices in India, Wipfli helps clients overcome their business challenges today and plan for tomorrow. Through the firm’s membership in PKF North America, Wipfli can draw upon the resources of approximately 300 firms in 150 countries around the world.

On December 31, 2014, Wipfli LLP combined with Helena-based Galusha, Higgins & Galusha PC.

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