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 x111
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
Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs. Here’s what you need to know about this year’s changes in Medicare. Changes to Part A Medicare Part...
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
