Preisz Financial logo

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.

Find Preisz Financial employees' phone numbers or email addresses

Preisz Financial Global Highlights

Location
Employees

North America
18

Minus sign iconPlus sign icon
  • United States Of America
    18

Europe
1

Minus sign iconPlus sign icon
  • Germany
    1

Preisz Financial's Leadership

  • Stylized image of a person
    W. P.
    Retirement Plan Education Specialist

Preisz Financial Employee Metrics

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

Contact profiles from Preisz Financial

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    W. P.
    Retirement Plan Education Specialist
    Oct 17, 2024

Frequently Asked Questions

What is Preisz Financial known for?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Preisz Financial has approximately 12 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Preisz Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Preisz Financial's key employees include:

  • Retirement Plan Education Specialist: W. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.