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Rochester financial services jeff feldman

WebOwner Jeff Feldman has been recognized as both a Rochester Business Journal Top 25 Money Manager and Top 25 Certified Financial Planner. He specializes in No-Load mutual … WebAbout. Financial Recruitment Partners, a national recruitment and career transition consulting firm, works exclusively in the competitive and every-changing industry of wealth management. With our ...

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WebRochester Financial Services 7 Hastings Circle Pittsford, N.Y. 14534 (585) 442-7580 www.rochesterfinancial.com 1 Jeffrey Feldman, owner 1993 22. The Waterford Group LLC 1080 Pittsford-Victor Road, Suite 303 Pittsford, N.Y. 14534 (585) 643-2158 www.waterfordgroupny.com 3 Brian Costello, CEO, Mary O'Brian, WebJeffrey Feldman Ph.D., CFP Owner 7 Hastings Circle Pittsford, NY 14534 585-442-7580 [email protected] RochesterFinancial.com Revised January 10, 2024 This Brochure provides information about the qualifications and business practices of Jeffrey Feldman dba Rochester Financial Services (heretofore referred to as "the advisor"). spongebob washing machine scene https://disenosmodulares.com

17 Best Rochester Financial Advisors Expertise.com

WebApr 25, 2008 · Rochester Financial Services (1) 7 Hastings Circle Pittsford, NY 14534 (585) 442-7580 www.rochesterfinancial.com . ... Name of Top Local Executive(s): Jeffrey Feldman (owner) Year Locally Founded: 1993. 25. Fulreader and Komma Management Inc. 642 Kreag Road Pittsford, NY 14534 WebJan 17, 2024 · ROCHESTER FINANCIAL SERVICES filed its most recent ADV on January 17, 2024. The firm disclosed $231.16 M in assets. Its largest client type are high net worth individuals and the firm attributes 56.16% of its AUM to high net worth individuals. It disclosed 1 employees and 324 accounts in its latest filing. Identifying Information CRD … WebRochester Financial Services – A Unique Wealth Management Firm Rochester Financial Services in Pittsford, NY is a consultancy that offers objective advice about finances. Visit our website today for more information. Direct Owners JEFFREY MARK FELDMAN CHIEF COMPLIANCE OFFICER owns 75% or more spongebob washing dishes meme

Rochester Financial Services Company Profile Management and …

Category:Money Managers Rochester Business Journal

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Rochester financial services jeff feldman

Rochester Financial Services – A Unique Wealth …

WebJeffrey Feldman has previously passed the examinations, and is registered to provide investment advice in New York. Jeffrey Feldman may also provide advisory services in other states under an applicable state exemption from registration or notice filing. Rochester Financial Services is a financial advisory firm with an office in Pittsford, NY ...

Rochester financial services jeff feldman

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WebJeffrey Feldman Ph.D., CFP Owner 7 Hastings Circle Pittsford, NY 14534 585-442-7580 [email protected] RochesterFinancial.com Revised January 10, 2024 This Brochure … WebRochester Financial Services was founded in 1993 to provide fee-only portfolio management and financial planning services. Jeff is a Roch Bus Journal top 25 Money Manager. Website...

WebJeffrey Feldman (CRD# 2871630) is an Investment Advisor Representative working at Rochester Financial Services in Pittsford, NY and has 1 year of experience in the finance … WebRochester Financial Services specializes in the active management of No-Load mutual fund portfolios. Current assets under management are over $250 million. I am a CFP licensed …

WebRochester Financial Services is located at 7 Hastings Cir in Pittsford, NY - Monroe County and is a business listed in the categories Financial Services, Financial Planning Consultants & Services, Retirement Planning Consultants & Services, Financial Planning & Services, Financial Planning Consultants, Investment Advisory Service, Estate ... Webfeldman jeffrey mark, rochester financial services View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary The adviser's REGISTRATION status is listed below.

WebIAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators

WebJeffrey Feldman (CRD# 2871630) is an Investment Advisor Representative working at Rochester Financial Services in Pittsford, NY and has 1 year of experience in the finance … spongebob watches scpWebRochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. Owner Jeff Feldman has been recognized … spongebob washing his faceWebRochester Financial Services CLAIM THIS BUSINESS. 7 HASTINGS CIR PITTSFORD, NY 14534 Get Directions (585) 442-7580. www.rochesterfinancial.com ... Contacts Jeffrey Feldman ; Contact Business. Your Email Address Subject: Message. Send Message. Company Summary. Since 1993, Rochester Financial Services has been providing … spongebob watch cartoons online io playlistWebRochester Financial Services was founded in 1993 to provide fee-only portfolio management and financial planning services. Jeff is a Roch Bus Journal top 25 Money … shelli wright dxcWebRochester Financial Services was founded in 1993 to provide Fee-Only portfolio management and financial planning services. Owner Jeff Feldman has been recognized as a Rochester Business Journal Top 25 Money Manager. He specializes in No-Load mutual fund investments. Approximately $175 million of client assets are currently under … shelli winther np fort wayneWebA global leader in wealth management. $ 3.9 trillion. In invested assets globally. As of 12/31/2024. 51 countries. Our global footprint. spongebob watch cartoons online freeWebFeldman, who is based in the Chicago area, also works with Dynasty Financial Partners, the firm that provides wealth management and technology platforms for independent advisers. On average,... shelli winter