Business Hours
Monday 08:00am - 04:30pm
Tuesday 08:00am - 04:30pm
Wednesday 08:00am - 04:30pm
Thursday 08:00am - 04:30pm
Friday 08:00am - 04:30pm
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Davie Kaplan Wealth Care Advisors, LLC Verified by Synup
100 Meridian Centre Boulevard Suite 200, Rochester, NY, 14618
Today 08:00am - 04:30pm
Listed In: Financial Planning
Davie Kaplan Wealth Care Advisors, LLC is a trusted financial planning and advising firm serving Rochester, NY and surrounding communities. Specializing in comprehensive wealth management solutions, the firm offers expert financial advising tailored to help individuals and businesses achieve their… Davie Kaplan Wealth Care Advisors, LLC is a trusted financial planning and advising firm serving Rochester, NY and surrounding communities. Specializing in comprehensive wealth management solutions, the firm offers expert financial advising tailored to help individuals and businesses achieve their financial goals. Their experienced team provides a full range of investment services including investment planning, retirement planning, and legacy planning to secure your financial future. Understanding that financial success requires careful strategy, they deliver personalized tax management solutions and employer-sponsored retirement plans designed to maximize your wealth potential. Read more
Additional Locations See All
Davie Kaplan CPAs
1000 First Federal Plaza, Rochester, NY (9006 Km Away)