Davie Kaplan Announces Move to New Office Location
ROCHESTER, N.Y. – Davie Kaplan, a leading accounting and wealth management firm, is excited to announce its relocation to a new office at 100 Meridian Centre Blvd., Suite 200, Rochester, NY 14618. This move marks a significant milestone for the company as it continues to provide outstanding services to businesses, individuals and families.
"At Davie Kaplan, we are focused on giving our clients the insight and tools they need to make informed financial decisions," said Jennifer Jones, CPA, and CEO of Davie Kaplan. "This exciting move will allow us to increase cross-team collaboration, giving clients an enhanced experience when they visit us."
With roots dating back to 1934, Davie Kaplan has been guiding Rochester businesses and families for over three generations. The firm has been recognized as one of the Best Companies to Work for in New York by the Best Companies Group and named a Top Place to Work by the Rochester Democrat & Chronicle.
Offering comprehensive services, Davie Kaplan has proven expertise in tax, audit, financial statement services, compliance and financial planning—and so much more. Whether you need strategies for expanding your business or growing your personal wealth, the firm provides the insight and tools needed to make informed decisions.
About Davie Kaplan
Founded in 1934, Davie Kaplan is a full-service accounting and wealth management firm based in Rochester, New York. With a team of experienced professionals, the firm offers comprehensive services in tax, audit, financial statement services, compliance and financial planning. Committed to excellence, Davie Kaplan builds lasting relationships with clients by delivering personalized strategies and leveraging informed decision-making to help them achieve their financial goals. By combining deep industry expertise with a client-centric approach, Davie Kaplan continues to guide businesses, individuals, and families toward financial success. For more information about Davie Kaplan and its services, please visit https://www.daviekaplan.com.