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

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Retirement Plan Participant/Employee

Ascensus

Empower Retirement (previously Great-West)

Fidelity

John Hancock

Principal Financial

The Standard

Transamerica

Vanguard

 

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Office

4525 Southwest Condor Ave
Portland OR 97239

Contact Info

503-224-1600
info@preisz.com

 

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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: AL, AZ, CA, CO, DE, FL, GA, HI, ID, MA, MD, ME, MN, NV, OH, OR, TN, TX, 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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