Preisz Financial

Finance · Oregon, United States · 11-50 Employees

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Overview

Headquarters

4525 SW Condor Ave, Portland, Oregon, 97...

Phone Number

(503) 224-1600

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Preisz Financial

Preisz Financial specializes in tailored Investment Management and Financial Planning services aimed at helping clients achieve financial independence. The firm offers a comprehensive range of services including group retirement plans, insurance, and wealth management, catering to both individual and business clients. As a Registered Investment Advisor, Preisz Financial adheres to a fiduciary standard, ensuring transparency and objective advice. With a dedicated team and a commitment to client satisfaction, they strive to provide consistent and personalized financial strategies.Explore more
Preisz Financial's Social MediaPopular SearchesPreisz FinancialPreisz Associates IncPreisz AssociatesPreisz Consulting LLCSIC Code 62,628NAICS Code 52,523Show more

Preisz Financial Org Chart

PhoneEmail
MP
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President & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Preisz Financial

<$5M
11-50
Private
<$5M
1991
MP
Michael PreiszPresident & Founder
$5.5M
11-50
Private
<$5M
1972
SE
Susan EldridgePresident and CCO
<$5M
11-50
Private
-
-
MH
Monica HunsakerClient Relationship Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
1901
CM
Christopher MeninnoFinancial Services Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Preisz Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Preisz Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Preisz Financial.

Preisz Financial financials insights

Gather financial insights about Preisz Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Preisz Financial Tech Stack

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Frequently Asked Questions Regarding Preisz Financial

What is Preisz Financial's official website?
Preisz Financial's official website is www.preisz.com
What is Preisz Financial's Revenue?
Preisz Financial's revenue is <$5 Million
What is Preisz Financial's SIC code?
Preisz Financial's SIC: 62,628
What is Preisz Financial's NAICS code?
Preisz Financial's NAICS: 52,523
How many employees does Preisz Financial have?
Preisz Financial has 11-50 employees
What industry does Preisz Financial belong to?
Preisz Financial is in the industry of: Finance, Insurance, Securities Trading
What is Preisz Financial competition?
Preisz Financial top competitors include: MassMutual, Liberty Wealth Advisors, Copper Canyon Wealth Management, Eldridge Investment Advisors
What technology does Preisz Financial use?
Some of the popular technologies that Preisz Financial uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, FMG Suite
How do I contact Preisz Financial?
Preisz Financial contact info: Phone number: (503) 224-1600 Website: www.preisz.com
What does Preisz Financial do?

Preisz Financial specializes in tailored Investment Management and Financial Planning services aimed at helping clients achieve financial independence. The firm offers a comprehensive range of services including group retirement plans, insurance, and wealth management, catering to both individual and business clients. As a Registered Investment Adv... isor, Preisz Financial adheres to a fiduciary standard, ensuring transparency and objective advice. With a dedicated team and a commitment to client satisfaction, they strive to provide consistent and personalized financial strategies.Read More

What are Preisz Financial social media links?
Preisz Financial Linkedin page
Is Preisz Financial a public company?
Preisz Financial is private company therefore does not currently have an official ticker symbol
See more information about Preisz Financial

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