Davie Kaplan, CPA, P.C. Employee Directory
AccountingNew York, United States51-200 Employees
Serving Rochester, NY, since 1934, Davie Kaplan is a leading CPA and financial planning firm where tax and wealth management share a seat at the table. Our team of accountants, business consultants and wealth advisors take a comprehensive approach to financial planning, supporting business owners, individuals and families. We have been recognized as one of the Best Companies to Work for in New York by the Best Companies Group, and we’ve been named a Top Place to Work by the Rochester Democrat & Chronicle. Headquarters are located at: 100 Meridian Centre Blvd., Suite 200, Rochester, NY 14618 Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC and Davie Kaplan Wealth Care Advisors, LLC, both registered investment adviser. Cetera is under separate ownership from any other named entity.