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Rochester Financial Services

Rochester Financial Services specializes in the active management of No-Load mutual fund portfolios. Current assets under management are over $250 million. I am a CFP licensed practitioner, a Registered Investment Advisor with the US Securities & Exchange Commission, and have been recognized as a Bloomberg Top Wealth Manager and a Rochester Business Journal Top 25 Money Manager.  I have been quoted in the Wall St. Journal, Business Week, Smart Money, the New York Times, and Newsweek.

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Jeffrey Feldman, CFP®, PhD
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

4 Old Brick Circle Pittsford, NY 14534-1027 Phone: (585) 442-7580 Fax: (585) 473-9947

Primary Office

4 Old Brick Circle Pittsford, NY 14534-1027 Phone: (585) 442-7580 Fax: (585) 473-9947
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