Deffinbaugh Financial Services, Inc.

CONNECT

Address:

1219 13th St. South
Great Falls, MT 59405

Phone:

Our Services

David Deffinbaugh, CPA PC and Deffinbaugh Financial Services, Inc. provides trusted and comprehensive financial, insurance, estate and income tax solutions to individuals, families and businesses.

We provide our clients with exceptional service by knowing all facets of their lives, anticipating the questions and providing the answers before they know they have a problem or need. 

We are actually two companies in one:

David Deffinbaugh, CPA PC provides accounting and bookkeeping services, payroll processing and reporting, income tax preparation for individuals, business, non-profit, trust and fiduciary and estate and gift tax returns. Consulting services are also provided on a variety of client desired topics.

Deffinbaugh Financial Services, Inc. provides financial planning in the areas of wealth accumulation and decumulation, retirement planning, estate planning, and planned gifting strategies. Specific investment tools used are mutual funds, variable annuities, stocks, bonds, Business Development Corporations, Real Estate Investment Trusts, Unit Investment Trusts and fee based advisory services. Specific insurance tools used are whole and term life insurance, disability insurance, long term care insurance, legal and identity theft protection services.

Our most important company strength is taking the time to listen to our clients to determine their root concerns. Once we know the concerns, we can determine strategies to eliminate or mitigate the concerns as well as anticipate future areas of concern.


he combined services we provide for you:

Accounting

  • Income Tax Preparation
  • Bookkeeping and Payroll Services
  • Estate Planning
  • Employee Benefit Programs 

 Other

  • Identity Theft Protection

Financial

  • Mutual funds, Stocks, Bonds
  • Variable Annuities
  • Business Development Corp.
  • Unit Investment Trusts
  • Real Estate Investment Trusts
  • Fee Based Money Management

 

Insurance

  • Life Insurance-Whole and Term
  • Long Term Care Insurance
  • Disability Insurance
  • Fixed Annuities
  • Supplemental Insurance
  • Legal Services
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck