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. He specializes in No-Load mutual fund investments. Approximately $95 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).

         2011 Rochester Business Journal
         Top 25 Money Manager

         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.

An Independent Financial Consultant Offering Objective, Unbiased Financial Advice