Empowering Physicians to Build Generational Wealth Since 1956

Our Mission

At PRIME Financial Services, our mission is to offer medical professionals the financial freedom and peace of mind they deserve. With over 70 years of experience, we understand the unique challenges of balancing finances in the medical profession. Through holistic financial planning solutions, education, and personalized strategies, we empower our clients to optimize their financial health, protect their assets, and build a secure future, so they can focus on what truly matters most—their patients and their well-being.

Our Vision

Our vision is to be the leading educator in wealth and finance planning for individuals in the medical field. We aim to be recognized as the go-to resource for medical professionals seeking comprehensive financial knowledge and guidance.

By providing comprehensive education and services tailored specifically to the unique needs of those in the medical background, we strive to empower individuals with the tools and understanding they need to make informed financial decisions, ultimately achieving financial independence and success.

Our Story

In 1956, Prime was founded by Milton Wein, a Navy veteran turned entrepreneur, in New York City. Originally starting as an insurance advisory firm, Prime quickly grew its client base and expanded its services to include financial guidance for medical professionals. Milton's son Howard joined the company in 1975, further diversifying its offerings and introducing tax planning services. Lawrence Bernstein, Milton's son-in-law, joined Prime in the late 1980s, bringing his rich experience in research and technology, which allowed the company to expand into retirement planning.

Over the years, Prime focused on providing specialized financial services to medical professionals while continually expanding its offerings and embracing technological advancements. In 2002, the third generation, Jason Wein, joined the team, bringing a passion for financial literacy and a commitment to client education. As the company evolved, it relocated its offices to Connecticut to better serve its growing national client base.

Prime operates on a foundation of values such as; honesty, transparency, accountability, and responsibility. Its mission is to offer exceptional service to medical professionals, supporting them throughout their careers and empowering them to overcome life's challenges. By cultivating trust and respect in relationships, Prime remains dedicated to providing peace of mind and superior customer service, ensuring client satisfaction.

As the company looks to the future, it remains committed to creating a performance- and purpose-driven workplace where team members and customers can thrive. The culture guide serves as a roadmap, emphasizing the importance of establishing lasting relationships, fostering a supportive environment, and embracing continuous growth. With integrity, accessibility, empathy, and creativity at its core, Prime strives to exceed expectations and provide unmatched service to its valued clients.