Insights

Niche Market Focus PREISZ Financial specializes in comprehensive financial planning and advisory services for individuals, families, and small to medium-sized businesses, presenting opportunities to offer tailored solutions for clients seeking personalized Wealth management.

Growth Potential With a revenue range of 10 to 25 million dollars and a compact team of up to 50 employees, the company is positioned for targeted expansion through strategic partnerships and additional service offerings to expand its client base.

Technology Integration Utilizing digital tools such as Google Analytics, Google Tag Manager, and Drupal Multisite suggests an openness to leveraging technology for client engagement and marketing, creating opportunities to introduce advanced financial tech solutions.

Relationship Emphasis PREISZ Financial emphasizes a servant-led approach, highlighting strong client loyalty potential. Offering solutions that deepen relationships and improve client satisfaction can enhance retention and referral growth.

Competitive Differentiation As a smaller firm competing with major players like Charles Schwab and Fidelity, PREISZ Financial's personalized service approach and community-focused strategy can be appealing to clients seeking individualized attention, creating avenues for targeted value propositions.

Preisz Financial Tech Stack

Preisz Financial uses 8 technology products and services including Amazon Web Services, Cloudflare CDN, Drupal, and more. Explore Preisz Financial's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Cloudflare CDN
    Content Delivery Network
  • Drupal
    Content Management System
  • Font Awesome
    Font Scripts
  • Underscore.js
    Javascript Libraries
  • Datadog
    Real User Monitoring
  • Cloudflare Bot Management
    Security
  • jQuery Validation Plugin
    Web Tools And Plugins

Media & News

Preisz Financial's Email Address Formats

Preisz Financial uses at least 1 format(s):
Preisz Financial Email FormatsExamplePercentage
First@preisz.comJohn@preisz.com
46%
Middle@preisz.comMichael@preisz.com
4%
First@preisz.comJohn@preisz.com
46%
Middle@preisz.comMichael@preisz.com
4%

Frequently Asked Questions

Where is Preisz Financial's headquarters located?

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Preisz Financial's main headquarters is located at 4525 Southwest Condor Avenue Portland, Oregon 97239 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Preisz Financial's phone number?

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You can contact Preisz Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Preisz Financial's official website and social media links?

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Preisz Financial's official website is preisz.com and has social profiles on LinkedIn.

How much revenue does Preisz Financial generate?

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As of February 2026, Preisz Financial's annual revenue is estimated to be $818K.

What is Preisz Financial's SIC code NAICS code?

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Preisz Financial's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Preisz Financial have currently?

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As of February 2026, Preisz Financial has approximately 12 employees across 2 continents, including North AmericaEurope. Key team members include Chief Investment Officer, Shareholder: T. D.President: M. P.Director Of Retirement Plan Services: W. P.. Explore Preisz Financial's employee directory with LeadIQ.

What industry does Preisz Financial belong to?

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Preisz Financial operates in the Financial Services industry.

What technology does Preisz Financial use?

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Preisz Financial's tech stack includes Amazon Web ServicesCloudflare CDNDrupalFont AwesomeUnderscore.jsDatadogCloudflare Bot ManagementjQuery Validation Plugin.

What is Preisz Financial's email format?

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Preisz Financial's email format typically follows the pattern of First@preisz.com. Find more Preisz Financial email formats with LeadIQ.

When was Preisz Financial founded?

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Preisz Financial was founded in 1991.

Preisz Financial

Financial ServicesOregon, United States11-50 Employees

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.

Section iconCompany Overview

Headquarters
4525 Southwest Condor Avenue Portland, Oregon 97239 United States
Phone number
Website
preisz.com
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Preisz Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Preisz Financial's revenue is estimated to be in the range of $10M$25M

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