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Structured public business summary

Davie Kaplan

At Davie Kaplan, we provide accounting and wealth management services for businesses, individuals and families. We can give you the insight and tools to make informed decisions.

Rochester, NY, United States

Official website

Machine-readable JSON profile

Categories

  • Wealth management (primary)
  • Financial Services & Insurance

Services

Service areas

  • Rochester, NY, United States

Public contacts

Declared AI capabilities

  • Online booking — Detected from public website navigation or discovery metadata.
  • Online support — Detected from public website navigation or discovery metadata.

Directory status

Registry verification: Not Registry Verified

Directory score: 100

Public source evidence