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Deffinbaugh Financial Services
Deffinbaugh Financial Services was identified in research records as a US-based multi-family office. It maintains one documented office at 1219 13th St S in...
Overview
Deffinbaugh Financial Services was identified in research records as a US-based multi-family office. It maintains one documented office at 1219 13th St S in Great Falls, MT. The firm provides wealth management, investment management, and financial planning. Additional services cover insurance, tax planning, estate planning, income tax solutions, and retirement planning. Confirmed investment types center on philanthropic and mission-related mandates. Geographic activity is limited to North America. No public data on team size, additional vehicles, or dated operational events from the last 24 months appears in available sources. An art collection is noted among other assets. The firm lists itself in the Altss public family office directory.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Bakersfield
Corporate office
Bakersfield, United States
Additional offices
Great Falls, MT, USA
Sector focus
Frequently asked questions
What services does Deffinbaugh Financial Services provide?
The firm supplies wealth management, investment management, financial planning, insurance, tax planning, estate planning, and retirement planning.
Where does Deffinbaugh Financial Services maintain offices?
Headquarters are in Bakersfield, United States, with one additional office in Great Falls, MT.
What investment types has Deffinbaugh Financial Services confirmed?
Confirmed types are limited to philanthropic and mission-related investing.
Which geographies does Deffinbaugh Financial Services cover?
Activity is confined to North America.
Does Deffinbaugh Financial Services list any technology or thematic focuses?
ESG is the only confirmed technology focus.
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