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Over 65 Years Of Experience in

HELPING MEDICAL PROFESSIONALS

With their Financial Planning

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Building generational wealth for medical professionals

Prime Financial is a third-generation firm that specializes in helping medical professionals like you plan for your financial future. We know you face unique financial challenges, such as student loan debt and complicated tax situations.

Which is why we’re here to help you navigate the complexities of your finances and, make informed decisions that support your long-term financial goals 

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Financial education for physicians

Most doctors complete their medical training without sufficient knowledge of business and finance. That’s why we’re committed to offering seminars on personal finance to residency, fellowship programs, and private practices across the country. These seminars are a part of our mission.

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Hospital we work with

How We Work

After serving the medical professional community for seven decades, we understand your unique needs. 70% of the Assets of our clients are built together over time, implying we work with you every step of the way from Residency to Retirement to Building Generational Wealth,

You save and enjoy your money as much as possible.

You save and enjoy your money as much as possible.

You are able to support your extended family

You are able to support your extended family

You are treated as a VIP

You are treated as a VIP

What Our Clients Are Saying

Emergency Physician, CA

“I have been with PRIME since my residency, and first met them at their seminar. I was surprised that they were even better in person than they were during the presentation. This was not usually true with all the vendors we had come to the hospital. With that said, they’ve always been there for me from the beginning. Now I have a family, a crazy shift schedule, and a busy life and we are very happy that we have this relationship”. -

Executive Technology Consultant, NJ

“Howard, Jason, and the PRIME team are always honest and very quick to respond. Whenever I’ve needed them to help with something, big or small I always feel comfort that they are there”.

-Pediatrician, CT

“Prime is always very comforting and detailed with my financial planning. Whether it’s guidance with my tax planning, or laying out a financial path, they are always listening and building our wishes. They have helped me build a successful practice while also supporting our own individual financial goals for over 15 years”.

-Medical Director, NY

individual financial goals for over 15 years”. -Pediatrician, CT “Jason is always ready and willing to help with some very useful advice. The team always finds a way to ease my concerns in a quick manner. My husband and I like to interact quite a bit with them, and they always respond quickly. While I am sure that Jason is very busy, he and the team always make us feel like they have all the time in the world just for us”.

Prime Stats

More than 2,500 active clients in 34 different States
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Building Generational wealth for physicians since 1956
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Work with over 200 Hospitals and Medical Practices
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Personalized financial planning for transitions

Whether you choose to stay in your current location, relocate to a new place, transition to a different role, or retire, we are always here to provide the personalized approach that can make all the difference when it comes to financial planning

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Your Financial Guide for Medical Residency

Resident Toolkit,” you’ll find essential strategies for managing finances during residency and beyond, including budgeting, savings, debt management, taxes, and investments.

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Prime Insights & Market Outlook

5 Practical Ways To Reduce Debt Burden For Future Physicians

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Doctor's Financial Planning: Why is it Different from Other Professionals?

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The Insurance Guide Every
Graduating Resident Must Read

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Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com, Prime Financial Services not affiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. The material is not intended to be a recommendation, offer or solicitation. 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 to offer insurance and security products in our resident state of CT, in addition to many other states. For additional licensing information please contact our office. This is not an offer or solicitation of products and/or services in states where not properly licensed and/or registered.