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 pursue financial independence. Experienced 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 Representative) License and a Series 66 (Investment Advisory Representative) License with LPL. 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
Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
