Deffinbaugh Financial Services, Inc.

CONNECT

Address:

1219 13th St. South
Great Falls, MT 59405

Phone:

Meet Us

Private family offices have been used by the ultra-wealthy for years. These offices have provided their clients with concierge services for all aspects of the family’s life. Deffinbaugh Financial Services, Inc. is an adaptation of the concierge position at high end hotels. The concierge is the “go-to” contact for advice on restaurants, things to do in the area, laundry and transportation. While private family offices may not be involved in laundry services, they are the “go-to” contact for all things financial for the family. David Deffinbaugh, CPA PC and Deffinbaugh Financial Services, Inc. is bringing the private family office to our clients. 

We are a one-stop shop to address client financial needs across all aspects of their life. David Deffinbaugh’s background as a CPA, investment representative, and advisor provides a broad base of coverage. In addition, we employ specialists in the areas of payroll processing, property and casualty insurance, long term care insurance, disability insurance and identity theft protection.


David Deffinbaugh, CPA

Chief Executive Officer

Dave grew up in Lewistown, MT and attended the University of Montana in Missoula, MT graduating with a business administration degree, emphasis in Accounting.  He is a licensed CPA since 1990.  His work experience includes SEC financial reporting and insurance company annual filings with the state commissioner of insurance in addition income tax preparation for business and individuals.  He is  also experienced with payroll reporting on a multi-state level through his work for a company with over 500 employees located across several states as well as smaller employers around Montana.  

Dave is also a registered representative affiliated with Northwest Investment Advisors, Inc, as well as an investment advisor representative affiliated with Northwest Investment Advisors, Inc. He enjoys creating financial plans designed to meet the client’s short-term and long-term goals.

Securities offered through Northwest Investment Advisors, Inc. member FINRA/SIPC. Advisory services offered through Northwest Investment Advisors, Inc. an SEC Registered Investment Advisory firm. David Deffinbaugh, Representative. Northwest Investment Advisors, Inc and its representatives do not provide tax advice. Deffinbaugh Financial Services, Inc. and the accounting and tax business owned by David Deffinbaugh are unaffiliated with the Northwest Investment Advisors, Inc companies.

To view Dave’s background in the securities industry, follow the link below:

BrokerCheck: http://brokercheck.finra.org

Please contact Dave here.


Albert Boyle, CPA

AlbertBoyle
Income Tax Preparation
Please contact
Albert here.

Bonnie Worrell

BonnieWorrell
Bookkeeping
Services
Please contact
Bonnie here.

LaToya Biddix


Payroll &
Bookkeeping Services
Please contact
LaToya here.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck