top of page

Finance & Insurance

Accruit_FullColor  logo.jpg

800-237-1031

8 S. Idaho St.
Dillon, MT 59725

Accruit, a Qualified Intermediary, is one of the leading, national service providers of 1031 exchanges. 1031 Exchanges allow for tax deferral on the sale of real estate held for business or investment use. We specialize in all types of 1031 Exchanges including Forward, Reverse, Build-to-Suit/Improvement and Specialty “Non-Safe Harbor” Transactions.

 

Through our modern technology systems, comprehensive set of solutions, and highly credentialed subject matter experts, our clients can feel confident that their 1031 exchange will be completed to the highest standards.

 

Max Hansen, Managing Director at Accruit and Dillon, MT resident, utilizes his extensive knowledge of IRC Section 1031 and 40

years of experience in the real estate and 1031 industry to help taxpayers defer capital gains, depreciation recapture, and net investment income tax through 1031 exchanges.

 

Max has written and spoken extensively on all aspects of 1031 Exchange transactions, large and small, spanning the vast array of real property interests and transactions which qualify for tax deferral. The endless possibilities range from agricultural land, large commercial assets, oil and gas rights, easements,

long-term leasehold interests, timber rights, paleontological and archaeological rights and fractional ownership interests such as Delaware Statutory Trust and

Tenancy in Common property interests.

406-813-6157

Joleen Schultz, Your Local Agent in Dillon, MT!

American National Insurance logo.png

AUTO - HOME - LIFE - BUSINESS - FARM & RANCH - CLASSIC CAR
Our business passions are to build the best relationships with our clients and help guide them in protecting what matters most, by listening and learning what's best for them, not everyone else.  We represent American National, an insurance company that takes pride in providing clients with longevity, stability and a sense of security, since 1905.  Our office specializes in Agribusiness and Equine policies and we value the ability to protect these livelihoods for current and future generations.  Reach out for a quote and let us know how we can help protect your "why" in life.

BOC logo.png

406-683-2393

110 S. Idaho St.
Dillon, MT 59725

For over 60 years, Bank of Commerce has served communities in Idaho and Montana. We are your full-service, community bank. Bank of Commerce has earned or maintained a 4 or 5-star rating from Bauer Financials for the last 30 years and has been called one of the strongest banks in the nation, by Money Magazine. Additionally, Bank of Commerce is consistently rated one of the Top 100 Banks in Agriculture Lending nationwide. The success of our community is important to us.  In 2019, we donated over 8,400 hours to community causes. We are committed to staying engaged in the communities we serve. Visit us today to learn more!

406-683-6868

134 S. Montana St.
Dillon, MT 59725

Edward Jones.jpg

Edward Jones is a brokerage firm that provides investment advice to individuals. Dennis Schurg is your local financial advisor. I believe it is important to invest my time to understand what your working toward, before you invest your money. Dennis believes your financial goals deserve a face to face conversation. He can help you prepare for retirement, save for education and be a tax-smart investor. Call Dennis today to learn more.

Farmers Union Insurance logo.png

406-683-2365

108 S. Washington St.
Dillon, MT 59725

Let our experienced team help you with all your insurance needs. Our "team" includes Judy Siring, our agent, Shellie Doering, our licensed CSR and Kirsten Love, our Life Insurance and Medicare Supplement specialist. Call us today for a quote!

406-683-4445

15 S. Dillon St.
Dillon, MT 59725

We are in the land title insurance business. We work to ensure people buy their homes with peace of mind, reduce their risks and help protect their property rights. Follow our Facebook page for great market-related news, education, and upcoming events. 

Flying S Title &  Escrow.png
High Peaks Federal Credit Union.png

406-683-4373

222 S. Pacific St.
Dillon, MT 59725

We have helped members reach their goals for 60 years by providing quality, low-cost financial products and convenient services. As a not-for-profit financial cooperative, we return earnings to our members in the form of higher dividends, lower loan rates and a full range of products and services to meet members’ changing financial needs. 

We’re at home in Southwest Montana! 

As a member-owned, local and nonprofit credit union, our driving force is to meet the financial service needs of members. Decisions are made locally, so we can offer faster approvals. And, your money stays in the community and stimulates our local economy. We are truly for members, by members.

It’s easy to take advantage of our great service with an opening savings deposit of at least $25. Everyone who lives, works or worships in Madison County, Beaverhead County, or the southern part of Jefferson County is eligible for membership benefits. Join us!

H R Block logo.png

406-683-5033

135 S. Atlantic St.
Dillon, MT 59725

Expertise that Matters.

We know everything there is to know about taxes, so you don't have to. Our Tax Pros are friendly, super smart, and freakishly obsessed with getting your maximum refund.

Visit us at www.hrblock.com to make your appointment today!

Calculator

Mardel Scott Accountant

406-683-6131

610 N. Montana St./PO Box 1314
Dillon, MT 59725

Mardel Scott and her team offer tax preparation, personal, corporate, partnership & trust bookkeeping & payroll services. Call us today to schedule an appointment to see how we can help your business!

406-683-6122

221 E. Reeder St.
Dillon, MT 59725

Farm Bureau logo.png

As your local Farm Bureau agent in Dillon, Montana, I help customers like you identify the insurance coverage that best fits your needs. This process is straightforward and customized to help you become more knowledgeable about your insurance coverages. We have the knowledge and the experience to help you better understand your coverage options for: auto, home, renters, farm and ranch, business insurance and more. Call, email, or just stop by our office and we can help walk you through the insurance purchasing process today.

Mountainview Ins logo.png

406-683-6881

202 Willow St.
Dillon, MT 59725

Combine small town values with national resources, and the result is an independent insurance agency uniquely positioned to handle all of your insurance needs.  Mountainview Insurance takes pride in our small town culture and are able to bring our expertise and combined experience to all of our clients. Reach out today for help with any of your insurance needs.

406-683-5191

32 N. Washington St.
Dillon, MT 59725

We are proud to have served our communities for over 100 years by helping our neighbors fulfill their dreams. The personal relationship we have with each and every customer is what we value most.

Pioneer Federal Savings & Loan Association is dedicated to provide quality services and products to its customers all the while remaining financially strong and adding value to the quality of life in the communities we serve. Thinking of buying or refinancing a home?  Call us today!

Pioneer Fed S&L Logo.png
Stockman Bank logo.png

406-683-1600

590 N. Montana St.
Dillon, MT 59725

Welcome to Stockman! We are a family owned, community bank with locations throughout Montana and are committed to enriching the lives of Montanans and helping our communities succeed. Like Montana, Stockman is distinct with a rich history blending traditional, western values with modern conveniences and state of the art technology.

All of us are proud to be your full-service financial partner, serving all of your banking, insurance, and wealth management needs. Our people are focused, and our products and services are uniquely designed to meet the financial needs of Montanans. Important in our focus is safety and security. We are proactive in taking every precaution to protect you and your family’s hard-earned assets and your valuable information.

We have full-service banks and over 100 ATMs across the state for your convenience. Plus, you can always visit us here on our website or on social media. We provide time-tested products and services from people who truly care about you and your financial success. We look forward to serving you and thank you for being part of the Stockman family.

bottom of page