Our passion is providing you with the knowledge, confidence, and commitment to pursue and preserve financial independence for you and the people you love.
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!
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.
Registered Investment Advisors
As a Registered Investment Adviser (RIA), we are independent with no proprietary products. We can choose from a wide range of products and services - the strategy that best fits your individual needs. We adhere to a strict fiduciary standard of care and offer complete transparency, from the fees we charge to the strategies we implement. We are dedicated to providing objective investment research and advice.