Strategic Resources
"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 Resources:
- LPL Financial - LPL Financial Holdings Inc was founded in 1968 and is considered the largest independent broker-dealer in the United States.*
- 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.
- Zacks Investment Research: Zacks is a well-regarded investment research firm focusing on stock research, analysis and recommendations.
- Alliance Bernstein – An Active Approach to Generate Income
- Investment Center Advisor Group - Focused on each advisor and their growth by incorporating and leveraging the successes of advisors within the group through multiple forms of idea sharing, collaboration, and value-add components, beneficial to the ICA Group…Better Together.
- Financial Markets - Competitive insurance products researched extensively and customized to each situation while providing quality service from a knowledgeable team.
*As reported by Financial Planning magazine, 1996-2025, based on total revenue.
You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide ( tax, CPA, legal, mortgage, etc. ) services or any of the services described above. These entities and their services are not affiliated with LPL Financial Partridge Financial.