Jeffrey Feldman
CFP®, PhD
Rochester Financial Services
Financial Advisor
Jeffrey Feldman
CFP®, PhD
Rochester Financial Services
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeffrey Feldman, CFP®, PhD
Fee-Only Financial Advisor located in Pittsford, NY and serving the Rochester, NY area.
Jeffrey Feldman is Rochester, NY fee-only financial planner. Rochester Financial Services provides comprehensive financial planning including portfolio management, tax planning, estate planning, and employee retirement plans to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeffrey Feldman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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. 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.
Jeffrey Feldman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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).
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jeffrey Feldman is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jeffrey Feldman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jeffrey Feldman is a Member of the National Association of Tax Professionals (NATP)The National Association of Tax Professionals (NATP) believes that all taxpayers should be supported by caring and well-educated tax professionals. NATP members are industry leaders who hold an exceptional understanding of how to apply the federal tax code to their clients’ unique situations.
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Jeffrey Feldman is a Member of the Estate Planning Council of Rochester
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Jeffrey Feldman is Quoted in NAPFA Advisor: "Prepping for a market downturn"
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Jeffrey Feldman is Quoted on 55 Plus: "Real Estate: A Good Investment?"
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Jeffrey Feldman is Quoted on Life and Money: "What to Ask Your Financial Advisor During Market Volatility"
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Jeffrey Feldman Writes for FiGuide
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Jeffrey Feldman is Quoted in USA Today: "Money Watch: Making your retirement nest egg last"
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Jeffrey Feldman is Quoted in the Wall Street Journal: "Time to Trash 'Junk' Bonds?"
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Jeffrey Feldman is Quoted in ThinkAdvisor: "Making a Pitch For and Against Indexed Annuities"
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Jeffrey Feldman is Quoted in Time: "The Best Way To Tap Your Retirement Accounts"
Contact Jeffrey Feldman
Office Locations:
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4 Old Brick Circle
Pittsford, NY 14534
