Business Details
About
Financial Planner
Rochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. It serves clients in Rochester, NY and in over 20 states across the country. Owner Jeff Feldman has been recognized as a Rochester Business Journal Top 25 Money Manager. He specializes in No-Load mutual fund investments.
Approximately $250 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).
Location
Hours
Reviews
5.0
38 reviews
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- JDJohn DDec 15, 20235.0After retiring 25 yeas ago, through all the market ups and downs, we always sleep well knowing that Jeff is steering our financial ship. Having the ability to turn our attention other facets of life is priceless.
- CFChuck FylesDec 10, 20235.0We are extremely pleased with Jeff Feldman as our financial advisor. He is immediately responsive to any questions we might have whether we discuss things electronically or in-person with him. He has helped us when navigating the Charles Schwab website and its capabilities. Most important, we are very pleased with our investment returns. Jeff knows our short/long term goals and advises us accordingly, always giving us options.
- SCSarah CarltonDec 9, 20235.0Appreciate all the honest, trustworthy and prompt advise.
- DHDavid HoeslyDec 9, 20235.0Run, do not walk, to sign up Jeff as your financial planner! I've been with him since 1998 and he has unfailingly been quick to respond to my questions and requests, and shown good judgement with investing my money. I have recommended him to several friends who tell me they are equally pleased with him! Oh, and by the way, his rates are VERY competitive!