187 Danbury Road
Financial Advisers for Physicians.
With over 60 years of experience working with physicians and medical professionals we understand the unique challenges that come with that profession.
Prime Financial Services is a comprehensive financial planning firm offering concierge financial solutions for doctors - from residency to retirement. We work in a collaborative environment that ensures our clients are getting the best service possible.
Our clients typically fall into four categories:
We have unique experience with physicians and medical professionals but that does not limit us to helping people outside of the medical community.
We act a full-time fiduciaries and are always looking out for our clients best interest.
Real Obtainable Goals
We work with you to develop and understand your financial goals that meet your specific needs.
We examine and discuss your different options based on your goals, financial profile and current financial state.
We look at all options and build a plan to help you reach your financial goals.
Source: Association of American Medical Colleges, Annual Survey, 2016
We take pride in our long history helping our clients reach their financial goals. Prime Financial Services has championed their clients through nine recessions, several tax code changes, constant shifts in the business of medicine and numerous other obstacles. With experience comes knowledge and with that knowledge comes strong financial plans. The world may change, but our commitment to our clients never has.
Milton Wein started a financial group working with physicians in New York City.
Howard Wein, Milton's son, joined the practice and realized the unique problems physicians face.
Jason Wein, Howard's son, joined the team and continues to take the family business into the next century.
Prime is now a nine person team specializing with working with physicians.
Financial Adviser, Management Team
Business Operations Manager
We host seminar series that covers several topics that physicians should understand and be educated on. We hold these seminars at no cost to the hospital and are always looking to fill up our schedules with seminars. We understand that doctors relocate all the time after residency but that doesn't mean we lose touch. We have the capability to meet virtually online where you will feel like you are meeting with us in our office.
As a physician or medical professional, you may face several unique challenges:
Download our whitepaper that will tell you the five mistakes physicians are making with their finances.