Prime Financial Services

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

187 Danbury Rd Fl 2, Wilton, Connecticut...

Phone Number

(203) 966-7243

Revenue

$5.1 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Prime Financial Services

Prime Financial is a third-generation firm dedicated to assisting medical professionals in building wealth through expert tax planning, debt solutions, retirement preparation, and personalized financial guidance. With over 65 years of experience, they understand the unique financial challenges faced by physicians, such as student loan debt and complex tax situations. The company also offers financial education seminars tailored for residency and fellowship programs across the country. Prime Financial serves more than 2,500 active clients in 34 states, working closely with over 200 hospitals and medical practices to provide customized financial planning solutions.Explore more
Prime Financial Services's Social MediaPopular SearchesPRIME Financial ServicesPrime PfinancialservicesPrime Financial Solutions LLCpfinancialservices.comSIC Code 62,628NAICS Code 52,523Show more

Prime Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Prime Financial Services

$5.1M
11-50
Private
-
1956
$6.3M
11-50
Private
-
2002
DA
Deanne AnnunziatoChief Operating Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1990
SM
Samuel MoorheadPortfolio Manager
<$5M
1-10
Private
-
2014
CF
Casi ForsManager, Wealth
<$5M
1-10
Private
-
-
Joseph Morson, Founder & President at Life Values Financial
Joseph MorsonFounder & President
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Prime Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Prime Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Prime Financial Services.

Prime Financial Services Tech Stack

A closer look at the technologies used by Prime Financial Services

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Frequently Asked Questions Regarding Prime Financial Services

What is Prime Financial Services's official website?
Prime Financial Services's official website is www.pfinancialservices.com
What is Prime Financial Services's Revenue?
Prime Financial Services's revenue is $5.1 Million
What is Prime Financial Services's SIC code?
Prime Financial Services's SIC: 62,628
What is Prime Financial Services's NAICS code?
Prime Financial Services's NAICS: 52,523
How many employees does Prime Financial Services have?
Prime Financial Services has 11-50 employees
What industry does Prime Financial Services belong to?
Prime Financial Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Prime Financial Services competition?
Prime Financial Services top competitors include: Caserta & de Jongh, Fors Financial Consulting, Bagby Wealth Management, Legacy Investment Planning
What technology does Prime Financial Services use?
Some of the popular technologies that Prime Financial Services uses are: Sentry, Proofpoint, Google Cloud Web Serving, Google Cloud Platform
How do I contact Prime Financial Services?
Prime Financial Services contact info: Phone number: (203) 966-7243 Website: www.pfinancialservices.com
What does Prime Financial Services do?

Prime Financial is a third-generation firm dedicated to assisting medical professionals in building wealth through expert tax planning, debt solutions, retirement preparation, and personalized financial guidance. With over 65 years of experience, they understand the unique financial challenges faced by physicians, such as student loan debt and comp... lex tax situations. The company also offers financial education seminars tailored for residency and fellowship programs across the country. Prime Financial serves more than 2,500 active clients in 34 states, working closely with over 200 hospitals and medical practices to provide customized financial planning solutions.Read More

What are Prime Financial Services social media links?
Prime Financial Services Linkedin page Prime Financial Services Facebook page
Is Prime Financial Services a public company?
Prime Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Prime Financial Services

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