Jeff Feldman, Ph.D., CFP

7 Hastings Circle
Pittsford, NY 14534

Phone: 585.442.7580
Toll Free:


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 a Rochester Business Journal Top 25 Money Manager. He specializes in No-Load mutual fund investments. Approximately $230 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).

Rochester Business Journal Top 25 Money
         Manager For 10 Consecutive Years, 2010-2019

         Registered Investment Advisor with 
         the US Securities & Exchange Commission

          (SEC Disclosure Form with Fee Schedule Included)

Who is Jeff Feldman?

In addition to being a member of NAPFA, Jeff is a member of the National Association of Tax Professionals.  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.

Jeff's Nov. 1, 2016 Interview on Wharton School Business Radio (click on Download)

Jeff's Sept. 2, 2014 Interview on Wharton School Business Radio (click on Download)

Jeff's Feb. 3, 2015 Interview on Wharton School Business Radio (click on Download)

Jeff's Quotes in the News

Wall Street Journal (9/15/14) - Advisors Not Raising Cash

USA Today (11/17/12) - Money Watch: Making Your Retirement Nest Egg Last

Wall Street Journal (10/5/12) - Time to Trash "Junk" Bonds?

Against Indexed Annuities

Why Converting to a Roth IRA is a Mistake (FiGuide.com)

Wall Street Journal Article - Investing in Bond Funds

Wall Street Journal Article - Trouble Lurks in 'Junk' Bonds

Smart Money - Investing in Japan

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