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4525 Southwest Condor Ave Portland, OR97239  503-224-1600   

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Blog

Adriana Courts | Aug 18, 2020

Do You Still Need Life Insurance When You Retire?

Insurance

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

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Adriana Courts | Aug 18, 2020

Ups and Downs of Online-Only Banking

Finance

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients

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Adriana Courts | Aug 18, 2020

Paws and Effect - The annual cost of pet ownership and how to reduce costs

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

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Office

4525 Southwest Condor Ave
Portland OR 97239

Contact Info

503-224-1600
info@preisz.com

     

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Securities offered through LPL Financial, Member FINRA/ SIPC .  Investment advice offered through Preisz Financial, a Registered Investment Advisor and separate entity from LPL Financial. Preisz Financial, Preisz Associates, and Preisz Associates, Inc. are separate entities from LPL Financial.

We are securities licensed in the following states: Arizona (AZ), California (CA), Colorado (CO), Delaware (DE), Georgia (GA), Hawaii (HI), Maryland (MD), Minnesota (MN), Nevada (NV), Oregon (OR), Texas (TX), and Washington (WA).

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®,CERTIFIED FINANCIALPLANNER TM, and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Form CRS | ADV Part 2A

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