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

Interested in learning more?

Contact Us Now

©2019 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 1st Global Capital Corp., Member FINRA, SIPC.

Investment Management Solutions (“IMS”) Platform fee-based management accounts offered through 1st Global Advisors, Inc. All other financial planning services offered through Davie Kaplan Wealth Care Advisors, LLC. Davie Kaplan Wealth Care Advisors, LLC and 1st Global Capital Corp. are unaffiliated entities. Insurance services offered through 1st Global Insurance Services, Inc. or Davie Kaplan Wealth Care Advisors, LLC. We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IN, KY, ME, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, PA, RI, SC, TX, VA, and WA. This is not an offer to sell securities in any other state or jurisdiction.

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