Who We Serve

For over 75 years, we have been identifying new and promising opportunities that contribute to the profitability, growth and success of clients in many industries.Our one-on-one approach and personal commitment to your specific situation serves as the basis for the long-term relationships we have established with our clients.

Following are a few of the industries and other practice areas in which we specialize:

©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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