Jeffrey  Feldman

Jeffrey Feldman

| CFP®, PhD

Rochester Financial Services

(585) 442-7580

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Fee-Only Financial Advisor located in Pittsford, NY and serving the Rochester, NY area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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7 Hastings Circle
Pittsford, NY 14534-1027

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Jeffrey Feldman is a Rochester, NY Fee-Only Financial Planner serving Rochester, Pittsford and all surrounding areas. Rochester Financial Services specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Jeffrey Feldman is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Who is Jeff Feldman?

Jeff Feldman, owner of Rochester Financial Services, has been consistently recognized as a Rochester Business Journal Top 25 Money Manager.

As a Fee-Only financial advisor, he belongs to NAPFA, the National Association of Personal Financial Advisors (www.feeonly.org).  NAPFA is the organization of Fee-Only advisors.  Their requirements for membership are by far the strictest in the industry.  Members are prohibited from receiving any type of compensation based on the client’s purchase of a financial product.  Members also cannot receive a fee or other compensation from another party based on the referral of a client.  The advisor can be compensated solely by the client and not by any third party.  In addition, NAPFA’s eligibility standards for membership require members to be either licensed Certified Financial Planners or to have the education, knowledge, and experience to practice comprehensive financial planning.


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 St. Journal, Business Week, Kiplingers, Newsweek, the Motley Fool and Smart Money.

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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 $100 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).

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