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) 442-7580

Revenue

<$5 Million

Industry

Finance Securities Trading
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's Social MediaPopular SearchesRochester Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Rochester Financial Services Org Chart

PhoneEmail
JF
United States flag for contact location.

Owner

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Rochester Financial Services your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

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.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rochester Financial Servi...

<$5M
1-10
Private
-
1993
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
-
SF
Scott FloersheimOwner and Advisor
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High 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

Top Finance Companies

Frequently Asked Questions Regarding Rochester Financial Services

What is Rochester Financial Services's official website?
Rochester Financial Services's official website is www.rochesterfinancial.com
What is Rochester Financial Services's Revenue?
Rochester Financial Services's revenue is <$5 Million
What is Rochester Financial Services's SIC code?
Rochester Financial Services's SIC: 62,628
What is Rochester Financial Services's NAICS code?
Rochester Financial Services's NAICS: 52,523
How many employees does Rochester Financial Services have?
Rochester Financial Services has 1-10 employees
What industry does Rochester Financial Services belong to?
Rochester Financial Services is in the industry of: Finance, Securities Trading
What is Rochester Financial Services competition?
Rochester Financial Services top competitors include: Focus Financial Network, Stockade Wealth Management, Vertex Capital Advisors, Waterford Advisors
What technology does Rochester Financial Services use?
Some of the popular technologies that Rochester Financial Services uses are: goo.gl, WordPress.org, PHP, Google Font API
How do I contact Rochester Financial Services?
Rochester Financial Services contact info: Phone number: (585) 442-7580 Website: www.rochesterfinancial.com
What does Rochester Financial Services do?

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... tive 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.Read More

What are Rochester Financial Services social media links?
Rochester Financial Services Linkedin page Rochester Financial Services Facebook page
Is Rochester Financial Services a public company?
Rochester Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Rochester Financial Services

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.