Preisz Financial

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Description

  • 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 Servants Heart We care! Our people possess a servants 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.
  • location

    Headquarters:4525 Southwest Condor Avenue , Portland, Oregon, United States

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  • Preisz Financial phone

    Phone Number: +1 503-224-1600

  • Preisz Financial website

    Website: https://www.preisz.com

  • Preisz Financial employees

    Employees:9

  • Preisz Financial revenue

    Revenue:$1 - 10M

  • Preisz Financial legal name

    Legal Name:Preisz Financial

  • Preisz Financial's Social Media

    Preisz Financial linkedin
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  • |  NAICS Code: 523110  |

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Person level website identification

Chief Investment Officer, Shareholder for Preisz Financial

Tom Davenport

Chief Investment Officer, Shareholder

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View Employees

Tom Davenport

Chief Investment Officer, Shareholder

Michael Preisz

President

William Preisz

Director Of Retirement Plan Services

Patricia Zimmerman

Group Benefits Manager

Frequently Asked Questions regarding Preisz Financial

  • Where are Preisz Financial's Headquarters?

    Preisz Financial's Headquarters are in 4525 Southwest Condor Avenue ,Portland,Oregon,United States

  • What is Preisz Financial's phone number?

    Preisz Financial's phone number is +1 503-224-1600

  • What is Preisz Financial's official website?

    Preisz Financial's official website is https://www.preisz.com

  • What is Preisz Financial's Revenue?

    Preisz Financial's revenue is $1 - 10M

  • What is Preisz Financial's NAICS code?

    Preisz Financial's NAICS code is 523110

  • How many employees are working in Preisz Financial

    Preisz Financial has 9 employees

  • What is Preisz Financial's Industry?

    Preisz Financial is in the industry of Financial Services

  • Who is Preisz Financial's Chief Investment Officer, Shareholder?

    Preisz Financial's Chief Investment Officer, Shareholder is Tom Davenport

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