Expertise you can trust. Relationships you can count on.
A Legacy of Service and Expertise
For over 80 years, Davie Kaplan has been a trusted partner for businesses and individuals in Rochester and beyond. Founded in 1934, we have guided clients towards financial success and stability through generations. Our team of experienced professionals provides personalized, proactive services tailored to each client's unique needs.
Our Expertise Across Industries
We understand the complexities of different industries, including health care, manufacturing, construction, and commercial real estate. Our industry-specific knowledge enables us to provide tailored solutions that address your unique challenges and opportunities.
Comprehensive Business Services
Davie Kaplan offers a comprehensive array of services to empower your business and personal wealth. These include:
- Tax Management & Compliance: Streamline your tax planning and compliance with expert advice on taxes owed, deductions, and strategies for savings.
- Audit & Assurance: Ensure financial accuracy and compliance with professional audits and accounting services.
- Business Consulting: Make informed business decisions with the help of strategic planning, risk management, and operational assessments.
- Retirement Planning: Secure your future with personalized plans that address your unique needs and goals.
- Individual Services: Receive personalized financial guidance on investments, estate planning, and wealth management.
Holistic Approach to Financial Management
We believe in a holistic approach to financial management, considering all aspects of your financial life to create a plan that aligns with your goals. Our team works collaboratively to provide comprehensive guidance, ensuring your financial well-being is taken care of.
Our Commitment to Our Clients
Client satisfaction is our top priority. We are committed to:
- Building lasting relationships: We become partners with our clients, working collaboratively to achieve their financial goals.
- Providing clear communication: We believe in open and honest communication to ensure our clients understand their options and feel empowered.
- Delivering exceptional service: We are dedicated to providing personalized attention and responsive service to meet your needs.
Be the first to review Davie Kaplan Chapman & Brvrmn.
Write a Review
