Scafa Financial Services, LLC is a boutique firm that utilizes a holistic approach to focus on the overall financial well-being of our clients. The 9 Wealth Management Issues (see below) drive the process to prioritize and monitor their financial goals and objectives. Our experience and personalized service enable us to offer top notch service to address every aspect of clients’ specific financial situations.
Both Dave and Liz are Certified Public Accountants and are licensed to conduct investment business. Dave manages the Tax and Accounting Divisions and Liz manages the Financial Planning, Insurance and Mortgage Divisions. Our strong background in these disciplines results in a unique financial planning experience for our clients.
Over the years, many of our business relationships have developed into friendships. We know our clients well, and that personalized knowledge enables us to tailor services to meet their specific needs. Our goal is to treat everyone with the care and concern we would offer to our family and closest friends.
Our firm has been recognized in each of the past five years in the “Accounting Today” publication as a top firm in the business of financial services combined with public accounting. We are grateful for our clients who have helped us achieve this recognition.
If you have any friends or family that could benefit from our services, please send them our website or have them contact us!
Investment and financial planning services are offered by David Scafa and Elizabeth Scafa through their affiliation with HD Vest.