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Deffinbaugh Financial Services Overview
Type
Multi Family Office
General Information
Deffinbaugh Financial Services is a multi-family office headquartered in Bakersfield. The firm provides comprehensive financial management and advisory services to families seeking to preserve and grow their wealth across generations. With a focus on tailored investment strategies, estate planning, and tax optimization, Deffinbaugh Financial Services supports clients in navigating complex financial landscapes—offers integrated solutions designed to address the evolving needs of affluent families.
Contact Information
Website:
https://www.dfsfinancialservices.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
1219 13th Street South, Great Falls, MT 59405
Portfolio & Notable Allocations
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