PREISZ Financial

Financial Services - Portland, OR, US

PREISZ Financial Employees
Carol Bethune

CERTIFIED FINANCIAL PLANNER™ Professional

Contact Carol Bethune

William Preisz

Director of Retirement Plan Services

Contact William Preisz

Lesley Woods

Director of Individual Client Services

Contact Lesley Woods

View All PREISZ Financial Employees Contact All PREISZ Financial Employees
PREISZ Financial Details

PREISZ Financial, is a "one-stop shop"​ financial services firm passionate about helping you pursue and preserve lifelong financial security and well-being. Our firm was founded by Michael Preisz who started our financial services firm under the name of Preisz Associates, later incorporating to become Preisz Associates, Inc. and in 2015 becoming PREISZ Financial. We have expanded from a one-person office to a team of dedicated professionals offering comprehensive financial services to individuals, families, and businesses. While we have changed names, grown, and evolved, our mission to help clients pursue financial security has never wavered.A Servant's HeartWe care! Our people possess a servant's heart - the heart of someone who places themselves in the position of our clients, listens to their needs, and is dedicated to providing them with a timely strategy. As professionals dedicated to your needs, our advisors and staff will always put your needs ahead of our own. Our goal is to ensure you are completely satisfied with every aspect of your relationship with us. CONTACT USIf you have any questions or would like to meet to discuss your group retirement plan, employee benefits, financial plan or other financial services needs, please contact us.The financial consultants of PREISZ Financial are Registered Representatives with, and Securities offered through, LPL Financial, Member SIPC www.sipc.org. Investment advice offered through PREISZ Financial, a Registered Investment Advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Financial consultants for PREISZ Financial are securities licensed in the following states: Arizona, California, Colorado, Georgia, Maryland, Oregon, Texas, Virginia and Washington.

PREISZ Financial logo, PREISZ Financial contact details
Website: preisz.com
Employees: 20 - 49
HQ: 503 224-1600
Location: Portland, OR, US
Revenue: 1 - 2.5 Million
Finance Financial Services Financial Advisory Services
PREISZ Financial Technologies
Email Providers

Outlook

Social Sharing

AddThis

Load Balancers

Nginx

Search Appliances

Google Custom Search

Hosting

Amazon AWS

Analytics and Tracking

Google Analytics

View All Technologies Used At PREISZ Financial

Contacting PREISZ Financial: Connect with Executives and Employees

Get in Touch with PREISZ Financial Executives and Employees

Connecting with PREISZ Financial's Executives and Workforce

Accessing Contact Information for PREISZ Financial Executives

Connecting with PREISZ Financial: Reach Out to Their Team

Discover How to Contact PREISZ Financial Executives and Staff

Looking to connect with PREISZ Financial executives or employees?

Seeking to Get in Touch with PREISZ Financial Executives or Staff?

Want to Reach Out to PREISZ Financial Executives or Team Members?

In Search of Contact Details for PREISZ Financial Professionals?

Connecting with PREISZ Financial: Contacting Executives and Staff

Browse companies
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z