Professional Services
Strategic wealth management to support your business
At Davie Kaplan, we work with business owners and C-suite executives across Rochester and nationwide, providing services such as business consulting, tax and accounting, investments, education planning, retirement planning, insurance, structured settlements and more.
Professionals such as attorneys, engineers, architects and business leaders face unique challenges in structuring and growing their business and planning for their family’s long-term future.
To learn more about how we can support your vision and reach your business goals, please contact us.
