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Strategic Partners

"I have found no greater satisfaction than achieving success through honest dealing and strict adherence to the view that, for you to gain, those you deal with should gain as well."
~Alan Greenspan

A Partial List of Strategic Partners:

  • Securities America, Inc. - Founded in 1984 and based in Omaha, Nebraska, Securities America, Inc. is a national independent broker-dealer that facilitates the buying and selling of securities on behalf of the clients of its registered representatives. Think of them as our behind-the-scenes support. Through their extensive technology, compliance and operational support, we can more readily provide comprehensive and professional service to you, our client.

  • Morningstar Research - Partridge Financial is pleased to provide Stock, ETF and Mutual Fund Portfolio Research. Great investing advice means understanding investors’ hopes, dreams, and ideals to find out what really matters. It doesn’t just focus on the finish line—it focuses on the journey.

  • National Financial Services, LLC, Accounts are carried by National Financial Services LLC Member NYSE/SIPC.

  • Pershing, LLC, Accounts are carried by Pershing LLC, Member FINRA, NYSE, SIPC and a subsidiary of The Bank of New York Mellon Corporation
  • Zacks Investment Research: Zacks is the leading investment research firm focusing on stock research, analysis and recommendations.

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