A complete list of active advisors currently associated with Rochester Financial Services

Warmer can help you find a great advisor at Rochester Financial Services or one who fits your needs even better.

The firm provides investment supervisory services and comprehensive financial planning to individuals, high‑net‑worth individuals, trusts and estates, along with one‑time investment advice. Portfolios are typically structured as balanced allocations and implemented primarily with no‑load mutual funds, with individual securities used only when clients request them. The advisor builds customized portfolios by selecting mutual fund share classes based on purchase size and expected holding period, monitors accounts continuously, and makes rebalancing or fine‑tuning adjustments as needed while treating tax consequences as secondary to performance. Clients receive monthly performance reports and formal reviews at six‑month intervals, and non‑supervisory planning work is available on an hourly basis. Noteworthy for a supported, single‑advisor practice, the firm manages over $340 million and serves more than 300 client accounts with one advisor, a scale and client load that is uncommon among peers. The advisor uses an independent discount brokerage custodian and can execute aggregated mutual fund transactions across client accounts; the firm does not take custody of client assets.

To learn more about the advisors currently working at Rochester Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jeffrey Feldman	Pittsford, NY	5

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