DKCB Financial Advisors, LLC

The accumulation and preservation of wealth is an important goal for our clients. We recognize this need among our clients and have formed a Registered Investment Advisor, DKCB Financial Advisors, LLC to assist our clients in this area.

DKCB Financial Advisors, LLC is registered with New York State as a Registered Investment Advisor. We have aligned ourselves with a number of money managers and brokerage firms to offer a variety of investment options to service a variety of needs. Our services include:

  • Initial consultations to understand goals and objectives
  • Analysis of present investments
  • Make portfolio recommendations
  • Assist in establishment of portfolio
  • Assist in the ongoing monitoring of investment results
  • Coordinate the sales of securities for tax planning issues

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Coronavirus: We're Here to Help

Davie Kaplan, CPA, P.C. is dedicated to our Davie Kaplan family and our clients as we all face this COVID-19 Coronavirus Pandemic together. The link below will take you to our compilation of COVID-19 related information in order to assist you and provide additional resources and insights. As new information emerges we will continue to update these links. Please contact us directly with questions, and stay safe and healthy!

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