What departments does PRIME Financial Services have?

PRIME Financial Services has employees across 1 departments including Sales.

What is the largest department at PRIME Financial Services?

The largest department at PRIME Financial Services is Sales with 1 employees.

Where are PRIME Financial Services employees located globally?

PRIME Financial Services has employees across 4 continents and 5 countries including South Africa, India, United Kingdom Of Great Britain And Northern Ireland, Azerbaijan, United States Of America.

How has PRIME Financial Services's team size changed over time?

PRIME Financial Services's team has decreased from approximately 6 to 4 employees based on available data.

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.

PRIME Financial Services Global Highlights

North America
15

United States Of America
15

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Azerbaijan
1

Africa
1

South Africa
1

Asia
1

India
1

PRIME Financial Services's Leadership

A. C.
Relations Manager
Mobile Phone
Email
B. D.
Manager
Mobile Phone
Email
T. S.
Property Manager
Mobile Phone
Email
L. M.
Registered Sales Assistant
Mobile Phone
Email

PRIME Financial Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Arts & Design
Consultant

Contact profiles from PRIME Financial Services

Name

Title

Contact Info

Location

Last Update

A. C.
Relations Manager
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
B. D.
Manager
Mobile Phone
Email
Oct 23, 2024
T. S.
Property Manager
Mobile Phone
Email
United StatesSouth Carolina
Oct 23, 2024
L. M.
Registered Sales Assistant
Mobile Phone
Email
United StatesWisconsin
Oct 17, 2024

Frequently Asked Questions

What is PRIME Financial Services known for?

PRIME Financial Services operates in the Financial Services industry. The company's main headquarters is located in Wilton Center, Connecticut United States; you can contact the main corporate office by phone at

+1-203-966-****

. Explore PRIME Financial Services's company overview page for more information.

What is PRIME Financial Services's most common email format?

PRIME Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PRIME Financial Services email formats with LeadIQ.

How many employees does PRIME Financial Services have currently?

PRIME Financial Services has approximately 1 employees as of February 2026. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are PRIME Financial Services's key employees and leadership?

As of February 2026, PRIME Financial Services's key employees include:

Relations Manager: A. C.
Manager: B. D.
Property Manager: T. S.
Registered Sales Assistant: L. M.

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PRIME Financial Services Employee Directory

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