Since its establishment in 1934, Davie Kaplan has been a trusted advisor to Rochester's businesses and families across three generations. Renowned for excellence, the firm has earned recognition as one of New York's Best Companies to Work For and a Top Place to Work by the Rochester Democrat & Chronicle. Supported by experienced, well-trained professionals, Davie Kaplan delivers top-tier service while emphasizing continuous learning, flexible work environments, and community engagement. The firm fosters strong partnerships with clients, guiding both families and businesses toward financial goals through transparent communication and dedicated support. Valuing its team as a core asset, Davie Kaplan remains committed to professional growth and invites those interested to explore career opportunities with them.