PRIME Financial Services Employee Directory

Financial ServicesConnecticut, United States0-1 Employees

Prime Financial Services has been providing financial guidance to physicians, hospital groups, corporations and families since 1956. We offer a number of products and services to address a myriad of financial needs such as life, health and disability insurance, pension plans as well as business, tax and estate planning. With a team of CPAs and attorneys, we can help minimize taxation and maximize wealth accumulation. We are able to refer you to our strategic partners who are property and casualty brokers and employee benefits brokers; carefully chosen firms who are in alignment with our primary objective: to serve our clients in the best way possible. Our planning team of Howard Wein, Larry Bernstein, and Jason Wein bring three different skill sets, and three different perspectives to enrich our firm and our unique planning process. Registered Representatives of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA (www.finra.org) / SIPC (www.sipc.org). 64 Danbury Rd Suite 301, Wilton, CT and (203)966-2636. PRIME Financial Services and other listed entities are independent of HTK unless otherwise noted. HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice.

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