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Helping  Medical Professionals

with Their Money  Since 1956.

360°

We create a 360°

financial plan* that helps protect and grow and your finances.

1956

Founded in 1956 -

we have decades of experience working with physicians and their families.

$400M+

Over $400M in protection for our clients, their families and their practices. 

(as of June 2020)

ABOUT

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Prime Financial Services

With over 60 years of experience working with physicians and medical professionals, we understand the unique challenges that come with that profession and balancing your finances.  

Prime Financial Services is a comprehensive financial services 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 services possible. 

HOW WE WORK

Our Specialty

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 as 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 best meet your individual situation.

Tailored Recommendations

We examine and discuss different options based on your goals, financial profile and current financial state. 

Customized

Insights

We look at all options and build a plan to help you reach your financial goals.

Award-Winning Technology

We are completely surrounded by technology - so why not use it to better your financial plans. 

Hospitals We Work With

We have long-term relationships with several hospitals in the tri-state area that use us to educate their residents and staff on financial matters.  Below are just some of the hospitals that we work with. 

SEEN

IN

Listed entities are unaffiliated with HTK

WHERE ARE YOU?

We work with you through every stage of your career.

We work with you every step of the way from Residency to Retirement. 

With decades of experience working with Physicians and their families, we have seen it all.

 
Friendly Young Doctor

Residents &

Fellows

Female Doctor

Physician

Smiling Doctor

Retirement

Planning

No matter where you continue your career, we will always be there to offer support and guidance.

We work with you as you as you grow in your career, change hospitals, accept new positions and when you are ready to retire.  

 

We have clients all over the United Stats, take a look.

Request an inside look at our award-winning client portal

Request your free 30-day trial of our client portal, through eMoney, that will give you an inside look at our end-to-end planning experience.  

You will be able to use our client portal to see your cash flow, retirement plan, and other robust planning situations.  

Meet Our Team

Prime Financial Services was started over 60 years ago as a family-run organization.  As we grew and expanded, we are now a team that has clients across the United States and even the world. 

 

Meet our team of industry professionals that are passionate about helping residents and other medical professionals take control of their financial future - one step at a time.  

Financial Representative, Management Team

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Seminar Director, Financial Representative

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Financial Representative

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Request Our Coveted Financial Literacy

Seminar Series

We work with Program Directors and Resident Coordinators to create customized seminar series for residents.  We offer our Financial Literacy seminars in-person and over Zoom or Webex video calls.  This is a complimentary educational service we offer residents to ensure they feel confident with financial knowledge needed for graduation with no pressure.

Some of our topics include, but not limited to:

Student Loan Refinancing Options | Financial Wellness for Physicians | Taxes & Tax Saving Rules for Doctors | Risk Protection and Liability Planning | Medical Practice Development | Contract Negotiations

If you are interested in hearing more about our highly rated seminar series, please fill out the information below.

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Our Upcoming Seminars
Three Financial Planning Strategies for Women
Thu, Oct 15
Webinar
Oct 15, 12:30 PM
Webinar
We will be presenting at the EWomen Networking Webinar.
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Student Loan Repayment Options
Time is TBD
Webinar
Time is TBD
Webinar
Share
Personal Finance for Physicians
Time is TBD
Webinar
Time is TBD
Webinar
Share
 
Doctors

Ready to take charge of your financial future with the people who have been helping medical professionals since 1956?

Helping  Medical Professionals

with Their Money Since 1956.

Contact Us

187 Danbury Road, Second Floor

Wilton, CT 06897

Phone | (203)966-7243

Fax | (203)972-0224

Email | prime@pfinancialservices.com

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*Registered Representatives of, and Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 210 Park Avenue Suite 101, Florham Park, NJ 07932 (973) 538-9100. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Prime  Financial is independent of HTK, LLC. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

Our representatives are licensed and registered in our resident state of CT, as well as additional states. Not and offer or solicitation in any state where reps are not properly licensed.

The views expressed are those of the presenting party and may not reflect those of HTK or its affiliates.

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