MEET OUR TEAM

Lawrence Bernstein*

Financial Adviser, Management Team

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Lawrence (Larry) Bernstein joined Prime in 1980. He is a graduate of the State University of New York - Albany with a Bachelor's degree in Economics and English. Larry is part of the management team for Prime Financial Services and is a Registered Representative and an Investment Adviser Representative of HTK and offers securities in several states.

 

He completed Retirement Income Planning program held at Wharton. He is also insurance-licensed in Connecticut and various other states including California. 

Lawrence Bernstein's California License Number is 0G39411

Doctors

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

Helping  Medical Professionals

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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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