The Suit Magazine

Originally, the firm’s creation was a joint decision between the partners to start an income tax and accounting practice, which then developed into a broader practice involving retirement planning, Davis said in a recent interview.
Schooled in business, Davis graduated from New York’s Pace University with a MBA in accounting and finance. He was enrolled in the CPA program, but even then he knew that he was aiming for a broader career.
Today, the independent venture he created is still going strong. Some of the additional services the company provides are college planning, profit-sharing agreements and estate planning.  Clients include both individuals and corporations.  The firm is attuned to the financial needs of the average American, many of whom have been hit hard by the recession.
Davis & Rosenbaum lives by this corporate mantra: “To create and maintain wealth for our clients through long-term effective asset management.”
 

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