Empowering Physicians to Build Generational Wealth Since 1956
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 65 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.
Meet the Team
Howard Wein
Partner
Jason Wein
Managing Partner
Larry Bernstein
Partner
Alex Kreis
Managing Director
Maureen Decker
Managing Director
Darby Burke
Business Operations Manager
Note : Alex Kreis and Corey House are registered representatives and cannot offer investment advisory services.
Our Values
Integrity
We are committed to being accountable to our promises and strive to help you by being fully present, taking ownership of our actions, and following through on our commitments.
Accessibility
We recognize the demands of the medical profession and prioritize timely responses to messages, calls, and texts, fostering open communication and providing reliable support.
Genuine Empathy
We listen carefully, care deeply, and work to provide thoughtful support. Our clients' trust is of utmost importance to us, and we strive to always prioritize their needs above all else.
Customer Centricity
Our client's needs are always our top priority. We provide tailored solutions that address their unique challenges, leveraging our experience in the medical field.
Creative Solution
We understand your dreams, desires, and goals. Through our diverse resources and research-based approach, we provide tailored solutions that align with your unique aspirations.
Be Assuredly, Confidently, and Comfortably Wealthy.
With us, you can
Achieve Confidence
Our tailored financial planning brings confidence to your family's secure future.
Build Generational Wealth
We help you build generational wealth, creating a lasting legacy for your loved ones.
Pursue Your Passions
We empower you to do more of what you love by managing finances effectively.
Experience Personalized Guidance
We provide personalized guidance to help you make informed decisions and tackle financial challenges.
