Is Partridge Financial by appointment only?

Yes, Partridge Financial is by appointment only.

Specialties

Providing expertise to clients on Investment Advisory Services, Estate Planning, Insurance Solutions,Tax Planning and Retirement Planning, Jeff offers personal advice and professional knowledge to help you achieve financial security. Experienced, trusted, and knowledgeable, Jeff Partridge will walk you through a step-by-step plan based on your needs and desires. He maintains a Series 7 Securities License, a Series 66 License which qualifies him as a Securities Representative and an Investment Advisory Representative and maintains a Life & Health Insurance License. Jeff is able to do his best work as the business owner providing clients with an unprecedented array of independent financial solutions. Specialties: Investment Advisory Services Estate Planning Insurance Solutions Tax Planning Retirement Planning Morningstar Investment Services Investments offered through registered representatives of Fintegra, LLC : Member FINRA/SIPC

History

Established in 2007.

Jeff started his financial career by joining one of the largest financial investment firm with an office in Rapid City in early 2004. His financial advisory career continued with an invitation to a division of a large regional accounting firm. He maintains a Series 7 Securities License, a Series 66 License which qualifies him as a Securities Agent and an Investment Advisory Representative and maintains a Life & Health Insurance License. After prayerful consideration, he decided to dedicate his career to his clients by opening up his own shop. He is able to do his best work as the business owner providing clients with an unprecedented array of independent financial solutions. Jeff is happily married to Katrina, his #1 fan and true love of all time. They have 5 children who make life extremely enjoyable! Investment and Insurance Products are offered through Fintegra LLC, an independent registered broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Advisor.

Meet the Business Owner: Jeff P.

Jeff graduated from Augustana University in 1992, went into the computer technology business and then started at one of the largest investment firms in Rapid City in 2004. He went independent in 2005 and started his own firm in 2007. It’s focused on helping clients achieve financial security, one family at a time.