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 & Dee Insurance Inc.

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 or email [email protected].

Morrison, Sherwood, Wilson & Deola, PLLP

Morrison, Sherwood, Wilson, & Deola, PLLP is an AV rated civil firm composed of public interest trial lawyers. We fight for our clients in cases that help make Montana safer and fairer for everyone. Our cases have recovered millions of dollars for individuals and businesses in this state while shaping the law in important ways. We believe insurance companies, banks and investment companies should treat people fairly. We believe those who are wrongfully injured should be fully compensated. We believe that workers should be treated fairly too, products should be safe, government should be open, and our natural resources should be treated with care and respect. We believe that constitutional rights deserve protection and that the quality of your lawyer should not depend on the size of your bank account.

Statewide practice . . . Hometown touch

 

Opportunity Bank of Montana

The main Opportunity Bank of Montana is located at 1400 Prospect Avenue. In addition to its main location, Opportunity Bank has a branch office at the base of Last Chance Gulch, located at 28 Neill Avenue. We invite you to visit our team of experienced bankers. Opportunity Bank of Montana’s Skyway branch is located at 2090 Cromwell Dixon Ln, across from Costco. Situated in the center of Helena’s newest shopping district, the Skyway branch provides full-service banking, including deposit services, consumer lending, and mortgage origination.

Pacific Source

With an 80-year history and reputation for taking great care of people, PacificSource Health Plans delivers healthcare solutions to businesses and individuals throughout the Northwest. PacificSource is an independent, not-for-profit plan that values partnership, service excellence, community, and personal relationships.

PacificSource is based in Eugene, Oregon, with local offices throughout the region including in Downtown Helena. Founded in 1933, we provide medical and dental benefits to more than 5,700 Northwest employers and cover more than 300,000 people with group and individual health insurance plans. We also provide self-funded employee benefit plans, flexible spending accounts, HRAs, and COBRA administration services. Together with our subsidiaries, we employ about 700 people.

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.

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