Robert Beswick's Contact Details

Robert Beswick's Company 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.