Rochester Financial Services is a distinguished wealth management firm based in Pittsford, NY, offering Fee-Only portfolio management and financial planning services since 1993. Led by owner Jeff Feldman, a renowned Certified Financial Planner and SEC Registered Investment Advisor, the firm specializes in objective, unbiased financial advice and No-Load mutual fund investments.
Serving clients in Rochester, NY, and over 20 states nationwide, Rochester Financial Services manages approximately $250 million in client assets. Jeff Feldman, a member of NAPFA and the National Association of Tax Professionals, has been recognized as a Top 25 Money Manager by the Rochester Business Journal for 11 consecutive years, with a notable presence in national financial publications such as the Wall Street Journal and Business Week.
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