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Our Vision: Empowering Your Financial Future

Rochester Financial Services is a unique wealth management firm founded in 1993, serving clients in Rochester, New York, and across 20 states. We provide objective, unbiased financial advice based on your individual needs and goals.

Who We Are

Jeff Feldman, a seasoned financial professional with a doctorate in finance, founded Rochester Financial Services. He has over 25 years of experience in the industry and is recognized as a Top 25 Money Manager by the Rochester Business Journal. Jeff is a passionate advocate for Fee-Only financial planning, prioritizing transparency and client relationships.

What We Do

We offer a comprehensive array of services designed to meet your diverse financial needs:

1. Portfolio Management

• Personalized investment strategies tailored to your goals and risk tolerance.
• Continuous monitoring and adjustment of your portfolio for optimal performance.
• Regular performance reporting and communication.

2. Tax Planning

• Comprehensive analysis of your income and expenses.
• Development of strategies to minimize taxes and maximize retirement savings.
• Assistance with filing your taxes efficiently.

3. Estate Planning

• Creation of personalized estate plans including wills, trusts, and power of attorney.
• Guidance on inheritance planning and asset protection.
• Coordination with other professionals to ensure your wishes are met.

4. Employee Retirement Plans

• Consultations on establishing and managing retirement plans for your business.
• Assistance with choosing investment options and retirement contributions.
• Maximizing your retirement plan's potential for growth.

Our Commitment

At Rochester Financial Services, we prioritize:

• Transparency: We disclose all fees and expenses upfront and avoid any hidden charges.
• Independence: As a Fee-Only firm, we are not beholden to sell any financial products or services.
• Client-centered approach: We work collaboratively with you to understand your unique goals and preferences.
• Long-term relationships: We are committed to building lasting relationships built on trust and open communication.

Contact us today to schedule a complimentary consultation and discuss how Rochester Financial Services can partner with you to achieve your financial goals.