Preisz Financial Employee Directory
Financial ServicesOregon, United States11-50 Employees
PREISZ Financial offers a broad suite of financial services designed to help individuals, families, and businesses pursue and maintain long-term financial security. The firm emphasizes client-centered service, prioritizing clients' needs and offering timely strategies through its advisory team. Based in Portland, Oregon, PREISZ Financial has grown from a one-person office into a team of professionals delivering comprehensive financial guidance. Investment activities are conducted through LPL Financial, with PREISZ Financial delivering investment advice as a registered investment adviser separate from LPL. The company operates as a small to mid-sized financial services practice, with securities licenses in several states including Oregon, and maintains a focus on group retirement plans, employee benefits, and personal financial planning for its client base.