Group Retirement Plans
Preisz Financial is passionately committed to providing each employee with a plan for pursuing a financially independent Retirement. Every action we take is guided by this belief. Our service begins at the plan level. By using our best practices, trustees can seek to: Reduce or Eliminate Investment...
Planning
FINANCIAL PLANNING Individual Planning Our financial planning process helps you clarify and refine your goals, develop a step-by-step plan for working toward those goals and track your progress over time. Our team includes several CERTIFIED FINANCIAL PLANNER™ professionals who have the knowledge...
Investment Management
With our knowledge, expertise, and professional resources, we can help you create and maintain investment portfolios appropriate for your goals, risk profile and time horizon. Following the efficient market theory of investing, our core investment principles include: Markets work Security investment...
Meet Our Team
President & Founder
503-224-1600 x101
Chief Investment Officer, Shareholder
503-224-1600 x101
Director, Retirement Plan Services, Shareholder
503-224-1600 x 105
Group Benefits Manager
503-224-1600 x 100
CERTIFIED FINANCIAL PLANNER™, Financial Advisor
503-224-1600 x 107
CERTIFIED FINANCIAL PLANNER™ , Financial Advisor
503-224-1600 x 109
CERTIFIED FINANCIAL PLANNER™, Financial Advisor
503-224-1600 x 114
Financial Advisor
503-224-1600 x 103
Advisor Support Specialist
503-224-1600 x 104
Latest Blogs
4 Reasons You May Consider Keeping It When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The primary purpose of life insurance is to protect your family against a loss of income should you or your spouse pass away. Life insurance benefits are especially important for individuals who still have dependents or have accrued a significant amount of debt. So, if you don’t fit this description...
The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients remotely, lawyers can offer counsel online, software can complete your taxes for you, and even financial investments and advertisements can be made without any face-to-face contact. To some this would sound ludicrous and to others it sounds convenient, but one thing is for certain—the robo-advisor is another option that’s here to stay...
