Banna Financial Advisors is 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.
Working with Banna Financial Advisors 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.
We distinguish ourselves by merging all aspects of your financial puzzle into a cohesive strategy. Our team of Investment Advisor Representatives, Financial Planners, and Insurance Advisors combine their breadth of knowledge to manage the complex components affecting your financial future.
In 1998, with $500 in my bank account, a small family and no clients, I started a one man accounting practice in Kalispell, Montana.
Banna Financial Advisors are committed to developing, managing and expanding the big picture for your unique lifestyle.
Banna Financial Advisors’ comprehensive process entails gaining a deeper understanding of your present personal and financial situation and future goals.
“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