©2020 Davie Kaplan, CPA, P.C.

  • 1000 First Federal Plaza
  • Rochester, New York 14614
  • Tel: 585-454-4161
  • Fax: 585-454-2573

Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today’s complex business environment.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC.

Investment advisory services offered through Avantax Advisory Service℠. Investment Managed Solutions (IMS) Platform programs and services offered through Avantax Advisory Services℠. All other financial planning services are offered through Davie Kaplan Wealth Care Advisors, LLC. Davie Kaplan Wealth Care Advisors, LLC., is not affiliated with Avantax Investment Services℠. Insurance services offered through an Avantax affiliated insurance agency or Davie Kaplan Wealth Care Advisors, LLC.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

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