Jeffrey Feldman, Ph.D., CFP   Principal

A Unique Wealth Management Firm

Rochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. Owner Jeff Feldman has been recognized as both a Rochester Business Journal Top 25 Money Manager and Top 25 Certified Financial Planner. Over $80 million of client assets are currently under management. Jeff is one of Rochester’s only members of NAPFA, the association of Fee-Only financial advisors (FeeOnly.org).

     2009 Rochester Business Journal
     Top 25 Money Manager

     2008 Rochester Business Journal
     Top 25 Certified Financial Planner

      Registered Investment Advisor with
     the US Securities & Exchange Commission.

Who is Jeff Feldman?

In addition to being a member of NAPFA, Jeff is a member of the National Association of Tax Practitioners.  He is a licensed Certified Financial Planner, a Ph.D. from the University of Rochester, and an SEC Registered Investment Advisor.  He has been quoted in national financial publications such as the Wall Street Journal, Business Week, Kiplingers, Newsweek, the Motley Fool and Smart Money.

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