Over 65 Years Of Experience in
HELPING MEDICAL PROFESSIONALS
With their Financial Planning
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
Financial Education for Physicians
A vast majority of physicians complete their medical training without sufficient financial education. That’s why we’re committed to offering seminars on personal finance to Residency programs, Fellowship programs and Private Practices across the country. These seminars are the core of our mission
Hospital we work with
How We Work
As we approach seven decades of serving the medical community, we understand your unique needs. More than 70% of our clients’ assets are built together over time. We work with you every step of the way from Residency through Retirement to build generational wealth.
What Our Clients Are Saying
“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”.
Executive Technology Consultant, NJ
“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”.
Emergency Physician, CA
“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”.
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”.
Medical Director, NY
“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”.
Medical Director, NY
PRIME Stats
Personalized Financial Planning
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
A Helpful Financial Guide for Medical Residents
Resident Toolkit,” you’ll find essential strategies for managing finances during residency and beyond, including budgeting, savings, debt management, taxes, and investments.