Rochester Financial Services
Finance · New York, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
4 Old Brick Cir, Pittsford, New York, 14...Phone Number
(585) 442-7580Website
www.rochesterfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Rochester Financial Services
Rochester Financial Services is a unique wealth management firm founded in 1993, specializing in fee-only portfolio management and financial planning services. The firm serves clients in Rochester, NY, and across over 20 states, managing approximately $310 million in client assets. Owner Jeff Feldman, a recognized Top 25 Money Manager, offers objective and unbiased financial advice, focusing on No-Load mutual fund investments. As a registered investment advisor, he is a member of NAPFA and has been featured in various national financial publications.Explore more
Rochester Financial Services Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Rochester Financial Services your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Congratulate Masked Content for being promoted to Masked Content at Rochester Financial Services
Check if Rochester Financial Services has recently received funding, and reach out quickly before it becomes old news!
Earning: See what the market has to say on Rochester Financial Services recently announced quarterly report
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check out if Rochester Financial Services is spiking on competitors!
Website visits: Recent activity has been detected on your website
Product Launch: Get notified when Rochester Financial Services launches new products
Funding: Get notified immidiatlly once Rochester Financial Services has new funding data
Click to see if Rochester Financial Services had a recent Job posting/layoffs
Rochester Financial Services, which may be a good buyer, showed buying intent in Masked Content Topic
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 3 more new buyers
Compare Similar Companies to Rochester Financial Services
Compare insights from companies similar to Rochester Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Rochester Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Rochester Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Rochester Financial Services.
Rochester Financial Services Tech Stack
A closer look at the technologies used by Rochester Financial Services
See more technologies
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Rochester Financial Services
Sign Up For FreeTo access detailed company insights
Rochester Financial Services is a unique wealth management firm founded in 1993, specializing in fee-only portfolio management and financial planning services. The firm serves clients in Rochester, NY, and across over 20 states, managing approximately $310 million in client assets. Owner Jeff Feldman, a recognized Top 25 Money Manager, offers objec... Read More
