Jeffrey Ratner, MBA

Financial Advisor

Biography

"My clients entrust me with their financial futures. It is my duty to protect and grow their confidence with every interaction. "

Jeffrey Ratner, MBA is a Financial Advisor with Independence Financial Partners. He started his career as executive with Aetna life and Phoenix Companies. He changed careers in 2003 and began his financial practice with Northwestern Mutual. As his career developed, he began managing more money for clients than just providing life/long term care/disability insurance solutions. Jeff has also expanded his practice into managing 401(k)and alternative deferred compensation retirement solutions for business owners.

Focus

  • Business Strategies for Owners
  • College Savings Plans
  • Disability
  • Estate Planning StrategiesInsurance-Based Protection Strategies
  • Investments & Asset Allocation
  • Life Insurance
  • Long Term Care Insurance
  • Retirement Strategies
  • Retirement Income Strategies
  • Wealth Accumulation

Charitable and Civic Organizations

  • Avon Chamber of Commerce - Member
  • Prior Trustee of Avon Free Public Library
  • Prior Executive Board Member of Farmington Valley Jewish Congregation 

Accomplishments

  • Quality award National Association of Insurance and  Financial Advisors
  • Award winner of bronze, silver and gold awards with Northwestern Mutual

121-20150918-252392

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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We strive to help clients grow and protect their investments and businesses
through genuine partnership and deep expertise.

Contact Us

866-691-4100

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067