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  • A PERSONAL AND COMPREHENSIVE APPROACH

    J. R. Banna + Associates are committed to developing, managing and expanding the big picture for your unique lifestyle. We structure your personal and business affairs to achieve the goals you prioritize. We employ a comprehensive approach to the many facets of the financial industry by offering a multitude of services designed specifically to meet your needs. 

     

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  • YOU ARE NOT JUST A CLIENT…YOU’RE FAMILY

    Working with J. R Banna + Associates is more than a professional relationship.  You’re entering a partnership, a family. Each of us navigate life’s journey with our own goals, challenges and concerns. Our comprehensive approach allows our team to utilize life experiences along with their areas of expertise to guide you along your personal financial path. You focus on the journey and we’ll focus on your destination and the appropriate paths to get you there. It’s what we do for the people we are invested in.    

     

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  • A WEALTH OF INTEGRATED INFORMATION IN ONE  ENTITY

    We distinguish ourselves by merging all aspects of your financial puzzle into a cohesive strategy. Our team of Investment Advisors, Financial Planners, Accountants, Insurance Advisors, Tax Specialists and Attorneys combine their breadth of knowledge to manage the complex components affecting your financial future.

     

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  • “YOUR PRESENT CIRCUMSTANCES DON’T DETERMINE WHERE YOU CAN GO; THEY MERELY DETERMINE WHERE YOU START.” -Nido Quebein

    We create an objective evaluation of your present circumstances and partner with you to consider the multitude of possibilities open to you.

     

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  • YOUR TIME IS PRECIOUS. 

    We assist with the details of your financial life, freeing you to spend your valuable time doing things that matter most.

     

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  • We are proud to be Americans and grateful for the sacrifice of those who serve or have served our country and their families.

    “A soldier’s homecoming always brings tears to my eyes and puts gratitude into my heart. Thank You!” — Jamison R. Banna

     

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Making a Difference…One Person at a Time

Our goal is to have a positive impact and make a significant difference in your life. You are not “just” a client, you are family. Whether your goals are personal and/or professional, we are here to guide and assist you in achieving success.

 

 

 

Our Financial Planning Process and Client Financial Portal  

 

 

 

Our Journey

In 1998, with $500 in my bank account, a small family and no clients, I started a one man accounting practice in Kalispell, Montana.

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How We’re Different

J. R. Banna + Associates are committed to developing, managing and expanding the big picture for your unique lifestyle.

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Our Process

J.R. Banna + Associates’ comprehensive process entails gaining a deeper understanding of your present personal and financial situation and future goals. 

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OUR SERVICES

“Frequently, a disconnect exists between financial advisors, accountants, attorneys, insurance agents, as well as a variety of other people who are providing advice. I believe it is important to create unity between all aspects of these financial fields. A deeper relationship needs to be developed with each client affording the opportunity to truly understand their unique situation and help them to achieve their personalized goals.”  

— Jamison R. Banna, President + Investment Advisor Representative

 

Wealth Management + Investment

As a full service firm, we consider the current legislative and market climate, as well as tax, estate, risk, return, and cost implications for each investment. Click here for more information..

 

Tax + Accounting

When Benjamin Franklin said “In this world nothing can be said to be certain, except death and taxes,” he certainly had no idea how uncertain taxation would become for both individuals and businesses. Click here for more information..

 

Estate Planning

Everyone should have an estate plan. You never know when or how you or your spouse will die. Click here for more information.

 

Insurance Advising

Why Insurance? Because life happens! Disability Insurance… You, disabled? What are your chances? Click here for more information.

 

Business Legal Services

Entrepreneurs are the cornerstone of America. Without their vision and willingness to dig in, our economy and workforce would be a very different landscape than we see today. Click here for more information.

 

Comprehensive Services

For a complete list of our comprehensive services, please Click here

News + Resources

Recent Blog Posts

May 15, 2015 by J. R. Banna + Associates

Money is just one of those things that sometimes brings people as much pain as it does pleasure. As the economy in an up cycle of the recession, things are looking better but just the thought and uncertainty of an unstable economy is often enough to bring the fear back into people’s minds

The first step to managing financial stress is to identifying what is beyond your control.

For most of us, a few things on the long list of uncontrollable circumstance are: the...

May 15, 2015 by J. R. Banna + Associates

Choosing a financial advisor is tough. There are generally a lot of options so how do you differentiate the crème de la créme of advisors who you can really trust to manage your hard-earned money?

Why don’t you test drive a few models before you make a final purchase? Most financial advisors offer a “free consultation” or some kind of ‘getting-to-know-you’ meeting where you can ask some questions before you commit.

If you only ask...

May 15, 2015 by J. R. Banna + Associates

You may have heard statistics or evidence that multitasking can actually make people less efficient. Actually, in many cases that’s true. Generally speaking, multitasking decreases the level of knowledge and understanding in a given task; and, sometimes it can lead to doing many things but not really accomplishing anything.

Before you get discouraged, however, think about this: what if the people studied in these statistics and data were just doing it wrong? Perhaps the outcome...

J. R. Banna + Associates

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