Rochester Financial Services - Pittsford (NY)

5 /5 Scott Carlton: Jeff has been managing our money for over 12 years. We really enjoy his monthly newsletter. He breaks down the market and investing principles in terms that are easy to understand. We also value his responsiveness. He always promptly returns my emails or calls and is happy to answer any questions that I may have. I appreciate that he is fee-only. I have used commission based planners in the past and I always wondered whether they had my financial best interest in mind or if they were married to a particular fund or security based on the commission that they would receive if they sold it to me. I love not having to wonder with Jeff. I recommend him without reservation and in the highest possible manner.

5 /5 Patrick Oleskey: My father started working with Jeff around the time of his retirement. And even though he moved around the East Coast in his latter years he continued to trust Jeff with his finances. Since his passing several members of my family and I have moved our finances over to Jeff. He is as honest and consistent as the day is long. No matter how much turmoil the markets are experiencing, Jeff is always an email or call away.

5 /5 William Fitzgerald: We have been working with Jeff as our financial advisor for many years now. Jeff is very professional, and knowledgeable in all aspects of retirement savings, and investment. He is very accessible, and invites your questions on any subject. We chose Jeff because of his Fee-Only, and no-load funds approach to financial investing. If you are looking for an honest, financial advisor, who will give you solid sound financial advice, give Jeff a call. You’ll be glad that you did.

5 /5 Roxanne Klein: We were very fortunate to have found Jeff 20+ years ago. He helped untangle us from a less-than-professional financial advisor and has taken very good care of us since then. Jeff has been especially helpful and kind since the passing of my husband, Joe, earlier this year. You won’t find anyone better or more sincere than Jeff.

5 /5 Walters Steve “Steve”: Jeff Feldman is very knowledgeable and reassuring when it comes to providing the means to achieve our financial planning goals. As a "fee only" advisor we know what to expect to pay for his services. His regular financial statements are mailed to us, sometimes with hand written notes. We dont meet with him often, usually once or twice a year, but when we do Jeff is very welcoming and prepared to discuss our specific needs. He has even referred us to a benefits specialist when we needed more specialized information. I am a retired federal employee and my wife is a "soon to be" retired health care worker, and we are both confident in our future financial security because of the expert advice and feduciary responsibility of Jeff and his company.