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 $275 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). In addition to being a member of NAPFA, Jeff is a member of the National Association of Tax Professionals. He is a licensed Certified Financial Planner, a Ph.
Approximately $275 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). In addition to being a member of NAPFA, Jeff is a member of the National Association of Tax Professionals. He is a licensed Certified Financial Planner, a Ph.
Services
Unlike traditional brokers and financial advisors, Fee-Only financial advisors do not sell any products nor receive any commissions for recommending the purchase of products. Instead, financial advice and recommendations are provided to clients for a mutually agreed-upon fee. A Fee-Only financial advisor remains absolutely independent, thereby maintaining objectivity and avoiding any conflict of interest.
Investing your retirement portfolio in 5 mutual funds and checking your performance once a year is not what portfolio management is all about. Your portfolio is rebalanced on an ongoing basis to take advantage of changes in the economy, in the stock market fundamentals, and in the relative performance of mutual funds.
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