Financial Institutions

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There’s a lot going on in your world right now. Complying with regulatory requirements is demanding more of your financial institution’s time and resources. Hitting the constantly moving target of regulatory hot topics is becoming increasingly difficult. And proactively planning the future of your financial institution? Well, that important task all too often takes a back seat to other more pressing matters.

And that’s just the beginning of your list.

You’ve got a lot on your plate, and we can help.

We understand the challenges and opportunities that make up your world. We have the breadth and depth of experience and professional expertise that you need to meet the expectations of regulators, stay compliant, and plan for the future. Plus a lot more.

At Anderson ZurMuehlen, our passion is to improve the lives of those we work with: our clients, our co-workers, and our communities. So how can we help you? Here are some examples:

Financial Statement Audits

Internal Audits/Compliance Exams

Employee Benefit Plan (ERISA) Audits

Loan Reviews

Stress Testing

Tax Return Preparation

Compensation and Benefits Consulting

Board Training

Succession Planning

Management Consulting

Risk Management

IT Risk Management

Acquisition Consulting

Financial Institutions Team

From left to right: Bill Hughes, Dulcy Niemela,
Jill Galle, Angela Murdo, Brea Bauer, Callie Blanton,
Pat Sassano

Find out more about benefits offered to Montana Independent Bankers Association Members.

Anderson ZurMuehlen has been helping financial institutions across Montana for over 30 years. And with offices in seven Montana cities, we may already be neighbors.

Please contact Angela Murdo, our Financial Institutions Specialty Team Leader, to talk about how we can meet your unique needs. She can be contacted by email or at 406.442.1040.