A Unique Wealth Management Firm

An Independent Financial Consultant Offering Objective, Unbiased Financial Advice

Portfolio Management & Estate Planning Services

Rochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. It serves clients in Rochester, NY and in over 20 states across the country. Owner Jeff Feldman has been recognized as a Rochester Business Journal Top 25 Money Manager. He specializes in No-Load mutual fund investments.

Approximately $250 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 Financial Services
Jeff Feldman, Ph.D., CFP
  • Rochester Business Journal Top 25 Money Manager
    For 11 Consecutive Years, 2010-2020 

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, Kiplinger's, Newsweek, the Motley Fool, and Smart Money.

Jeff in the Press

Jeff's Quotes in the News