PREISZ Financial Employee Directory

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.

Find PREISZ Financial employees' phone numbers or email addresses

PREISZ Financial Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Europe
1

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  • Germany
    1

PREISZ Financial's Leadership

  • Stylized image of a person
    T. D.
    Chief Investment Officer, Shareholder
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  • Stylized image of a person
    M. P.
    President
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  • Stylized image of a person
    W. P.
    Director Of Retirement Plan Services
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  • Stylized image of a person
    P. Z.
    Director Of Operations
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  • Stylized image of a person
    R. B. B.
    Financial Advisor And Registered Principal Lpl Financial
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  • Stylized image of a person
    G. L.
    Financial Advisor
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  • Stylized image of a person
    C. W.
    Wealth Management Coordinator
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  • Stylized image of a person
    C. B.
    Certified Financial Planner™ Professional
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PREISZ Financial Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from PREISZ Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. P.
    President
    Phone icon
    United StatesOregon
    Sep 12, 2025
  • Stylized image of a person
    T. D.
    Chief Investment Officer, Shareholder
    Phone icon
    United StatesOregon
    Sep 30, 2025
  • Stylized image of a person
    W. P.
    Director Of Retirement Plan Services
    Phone icon
    United StatesOregon
    Oct 27, 2025
  • Stylized image of a person
    P. Z.
    Director Of Operations
    Phone icon
    United StatesOregon
    Sep 10, 2025
  • Stylized image of a person
    R. B. B.
    Financial Advisor And Registered Principal Lpl Financial
    Phone icon
    United StatesOregon
    Jan 12, 2026
  • Stylized image of a person
    G. L.
    Financial Advisor
    Phone icon
    United StatesOregon
    Aug 15, 2024
  • Stylized image of a person
    C. W.
    Wealth Management Coordinator
    Phone icon
    United StatesOregon
    Aug 12, 2025
  • Stylized image of a person
    C. B.
    Certified Financial Planner™ Professional
    Phone icon
    United StatesOregon
    Dec 08, 2025
  • Stylized image of a person
    V. P.
    Retirement Plan Service Specialist
    Phone icon
    UNITED STATES
    Oct 16, 2024
  • Stylized image of a person
    W. P.
    Retirement Plan Education Specialist
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is PREISZ Financial known for?

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PREISZ Financial was founded in 1991 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore PREISZ Financial's company overview page for more information.

What is PREISZ Financial's most common email format?

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PREISZ Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PREISZ Financial email formats with LeadIQ.

How many employees does PREISZ Financial have currently?

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PREISZ Financial has approximately 12 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are PREISZ Financial's key employees and leadership?

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As of February 2026, PREISZ Financial's key employees include:

  • Chief Investment Officer, Shareholder: T. D.
  • President: M. P.
  • Director Of Retirement Plan Services: W. P.
  • Director Of Operations: P. Z.
  • Financial Advisor And Registered Principal Lpl Financial: R. B. B.

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