Partridge Financial

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.