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 Securities America, Inc, as well as an investment advisor representative affiliated with Securities America Advisors, Inc. He enjoys creating financial plans designed to meet the client’s short-term and long-term goals.
Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. an SEC Registered Investment Advisory firm. David Deffinbaugh, Representative. Securities America 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 Securities America companies.
To view Dave’s background in the securities industry, follow the link below: