Brand Certified
Rochester Financial Services
5.0(38 reviews)
Certified by Rochester Financial Services • Mar 08, 2026
Business Details
4 Old Brick Circle, Pittsford, NY
14534, United States
Certified by Rochester Financial Services • Mar 08, 2026
(585) 442-7580
Certified by Rochester Financial Services • Mar 08, 2026
http://www.rochesterfinancial.com/
Certified by Rochester Financial Services • Mar 08, 2026
About
Certified by Rochester Financial Services • Mar 08, 2026
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
Certified by Rochester Financial Services • Mar 08, 2026
Hours
Certified by Rochester Financial Services • Mar 08, 2026
Reviews
5.0
38 reviews
5 stars
38
4 stars0
3 stars0
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1 star0
- DCDon CartwrightDec 17, 20235.0Jeff makes investing easy
- TBtricia banksDec 17, 20235.0We have used Rochester Financial services for several years. Jeff is very knowedgeable and stays informed of current trends. He always responds to to any questions or requests in a timely manner. Far superior to financial planners we had used in the past. Highly reccommend him.
- ETEarlando ThomasDec 12, 20235.0Excellent professional financial service. Jeff's experience in financial portfolio management shines through his monthly newsletter. In his newsletters he covers macroeconomics and market analysis as they relate to his investment thesis.
- 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.
Frequently Asked Questions About Rochester Financial Services
What services does Rochester Financial Services provide?
Rochester Financial Services offers Fee-Only portfolio management and financial planning services, specializing in No-Load mutual fund investments.
Who is the owner of Rochester Financial Services and what recognition has he received?
The owner is Jeff Feldman, who has been recognized as a Rochester Business Journal Top 25 Money Manager.
How much client assets does Rochester Financial Services currently manage?
Approximately $250 million in client assets are currently under management.
What professional association is the owner a member of?
Jeff Feldman is a member of NAPFA, the association of Fee-Only financial advisors.
What are the operating hours of Rochester Financial Services?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
Where is Rochester Financial Services located?
It is located at 4 Old Brick Circle, Pittsford, NY 14534, United States.
How can I contact Rochester Financial Services?
You can call them at +1 585-442-7580 or email jmfeld@aol.com.
What is the website for Rochester Financial Services?
Their website URL is http://www.rochesterfinancial.com/.
What nearby parks can I visit before or after my appointment at Rochester Financial Services?
You can visit Powder Mills Park Playground and Ski Powder Mills Park which offer playground and skiing activities respectively.
Are there any wellness or spa facilities near Rochester Financial Services?
Yes, Woodcliff Hotel and Spa Lounge and Eutierria Wellness Spa are nearby and provide spa and wellness services.
What community or professional services are located near Rochester Financial Services?
Nearby you will find Heritage Home Owners Association and Maxwell Solutions LLC, which offer community services and event photography respectively.
Brand Certified Facts from Rochester Financial Services
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