Carol Bethune

CERTIFIED FINANCIAL PLANNER™ Professional at PREISZ Financial - Portland, OR, US

Carol Bethune's Contact Details
HQ
503 224-1600
Location
Portland, Oregon, United States
Company
PREISZ Financial
Carol Bethune's Company Details
PREISZ Financial logo, PREISZ Financial contact details

PREISZ Financial

Portland, OR, US • 20 - 49 Employees
Financial Services

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.

Finance Financial Services Financial Advisory Services
Details about PREISZ Financial
Frequently Asked Questions about Carol Bethune
Carol Bethune currently works for PREISZ Financial.
Carol Bethune's role at PREISZ Financial is CERTIFIED FINANCIAL PLANNER™ Professional.
Carol Bethune's email address is ***@preisz.com. To view Carol Bethune's full email address, please signup to ConnectPlex.
Carol Bethune works in the Financial Services industry.
Carol Bethune's colleagues at PREISZ Financial are Geoff LaRoche, William Preisz, Adriana Courts, Robert Beswick, Patricia Zimmerman, Lesley Woods, Michael Preisz and others.
Carol Bethune's phone number is 503 224-1600
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