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 $175 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).
2016 Rochester Business Journal
Top 25 Money Manager
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.
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?
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