NetworkยทVenture Capital

Preisz Financial

Unclaimed

๐Ÿ“ PORTLAND, OR

Venture Capitalfinancial services
www.preisz.com โ†—

SEC CRD #801-115031

About

Preisz Financial: Investment Management & Financial Planning Your Future... Our Passion. At Preisz Financial we are passionate about helping you pursue and preserve financial independence. Lifelong Learning, Experience and Education 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. 401k Advisory Learn more Wealth Manager Learn more Financial Planning Learn more One-Stop Shop For business clients, we provide strategies for all your employee benefit needs, including life and disability insurance, 401(k) and profit-sharing plans, executive compensation, business continuity plans and more. We can truly be a one-stop shop experience for all your business owner and employee benefit needs. Nice People We are nice people, here to stay and always available for you. With an average tenure of over 10 years for Preisz employees, we strive to provide consistency and continuity in our services. We are here for you! Get to Know You" /> Step 1: Get to Know You Explore Your Options" /> Step 2: Explore Your Options Create Your Plan" /> Step 3: Create Your Plan Registered Investment Advisors As a Registered Investment

Key Contact

CS

CHRISTOPHER SIMMERS

COMPLIANCE CONSULTANT

๐Ÿ“ž (503) 224-1600

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AUM

$702M

Location

PORTLAND, OR

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