PRIME Financial Services Employee Directory

Financial ServicesConnecticut, United States0-1 Employees

Prime Financial Services is a financial services firm based in Wilton Center, Connecticut, providing guidance to physicians, hospital groups, corporations, and families since 1956. It offers a range of products and services to address financial needs, including life, health and disability insurance, pension plans, and business, tax and estate planning. The firm leverages a team of CPAs and attorneys to help minimize taxation and support wealth accumulation, and maintains relationships with strategic partners such as property and casualty brokers and employee benefits brokers to broaden its service network.

The planning team—Howard Wein, Larry Bernstein, and Jason Wein—brings diverse skills and perspectives to the firm's planning process. Securities and investment advisory services are provided through Hornor, Townsend & Kent, Inc. (HTK), a registered investment advisor and member of FINRA/SIPC; PRIME Financial Services and HTK are independent of one another unless otherwise noted, and HTK is a wholly owned subsidiary of Penn Mutual. The firm operates with a very small staff.

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