Davie Kaplan, CPA, P.C. published a video from the Financial Foundations series explaining the difference between saving and investing, why starting early matters, and how time can play an important role in long-term growth.
Published
Signal category
Research & Knowledge
Quote
“In the latest video from our Financial Foundations series, we explain the difference between saving and investing”
— Davie Kaplan, CPA, P.C. team
Company
Davie Kaplan, CPA, P.C.
Where tax and wealth management share a seat at the table
- Industry
- Accounting
- Location
- Rochester, US
- Company size
- 70 employees
Serving Rochester, NY, since 1934, Davie Kaplan is a leading CPA and financial planning firm where tax and wealth management share a seat at the table. Our team of accountants, business consultants and wealth advisors take a comprehensive approach to financial planning, supporting business owners, individuals and families. We have been recognized as one of the Best Companies to Work for in New York by the Best Companies Group, and we’ve been named a Top Place to Work by the Rochester Democrat & Chronicle. Headquarters are located at: 100 Meridian Centre Blvd., Suite 200, Rochester, NY 14618 Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC and Davie Kaplan Wealth Care Advisors, LLC, both registered investment adviser. Cetera is under separate ownership from any other named entity.
Founded 1934