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

(585) 442-7580

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

    Jeffrey Feldman is a Pittsford, NY fee-only financial planner. Rochester Financial Services provides comprehensive and objective financial planning 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 (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.

    Jeffrey Feldman is a Member of the National Association of Personal Financial Advisors

    The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

    • National Association of Personal Financial Advisors (NAPFA)
      Jeffrey Feldman is a NAPFA-Registered Financial Advisor

      The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

    • Certified Financial Planner (CFP)
      Jeffrey Feldman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

      CFP® 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.

    Contact Jeffrey Feldman

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    Office Locations:

    • 7 Hastings Circle
      Pittsford, NY 14534-1027

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