Preisz Financial
Financial Services
Portland, Oregon, United States
11 employees
- Employees
- 11
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Preisz Financial Overview
- Headquarters
- Portland, Oregon, United States
- Phone Number
- Available in AeroLeads
- Website
- preisz.com
- Industry
- Financial Services
- Employees
- 11
- Founded
- 1991
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Preisz Financial
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 Heart We 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 US If 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 Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 1
- 33.3% coverage
Preisz Financial Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Carol Bethune, Mba, Cfp® | Financial Planner @ Preisz Financial | Portland, Oregon, United States |
Email
Phone
|
| Geoff Laroche | Financial Advisor at Preisz Financial | Portland, Oregon Metropolitan Area, United States |
Email
|
| Tom Davenport Cfa, Crps, Aif | Chief Investment Officer, Shareholder at Preisz Financial |
View
|
Employees by Management Level
Individual contributor
5 profiles
Associate / junior
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 1 |
| Finance | 2 | 2 | 0 |
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