Prime Financial Services
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PRIME Financial Services, based in Wilton, CT, is a third-generation firm dedicated to assisting medical professionals with their financial planning for over 65 years. They specialize in addressing unique financial challenges faced by physicians, including student loan debt and complex tax situations, providing personalized support from residency through retirement.
The firm offers financial education through seminars tailored to residency programs, fellowship programs, and private practices nationwide. With a client base spanning over 2,500 active clients in 34 states, PRIME Financial Services focuses on helping physicians build generational wealth while enjoying their earnings and supporting their families.
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