Sonder Financial
Prime Financial Services, based in Wilton, CT, is a third-generation firm dedicated to assisting medical professionals with their financial planning needs since 1956. With over 65 years of experience, they understand the unique challenges faced by physicians, such as student loan debt and complex tax situations, and offer personalized guidance to help clients build generational wealth from residency through retirement.
Committed to financial education, Prime Financial Services provides seminars across the country for residency and fellowship programs, empowering physicians to make informed financial decisions. Their longstanding reputation is reflected in their substantial clientele and collaboration with over 200 hospitals and medical practices nationwide.
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