Preisz Financial Revenue
Financial Services • 
Portland, Oregon, United States • 11-20 Employees
Preisz Financial revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $250,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Key Contacts at Preisz Financial
William Preisz
Director Of Retirement Plan Services
Patricia Zimmerman
Director Of Operations
Company overview
| Headquarters | 4525 SW Condor Ave, Portland, Oregon 97239, US |
| Phone number | +15032241600 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1991 |
| Employees | 11-20 |
| Socials |
Preisz Financial Email Formats
Preisz Financial uses 3 email formats. The most common is {first initial} (e.g., j@preisz.com), used 63.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@preisz.com | 63.6% |
{first name} | john@preisz.com | 27.3% |
{last name}{last name} | doedoe@preisz.com | 9.1% |
About Preisz Financial
PREISZ Financial, is a "one-stop shop" financial services firm passionate about helping you pursue and preserve lifelong financial security and well-being. Our firm was founded by Michael Preisz who started our financial services firm under the name of Preisz Associates, later incorporating to become Preisz Associates, Inc. and in 2015 becoming PREISZ Financial. We have expanded from a one-person office to a team of dedicated professionals offering comprehensive financial services to individuals, families, and businesses. While we have changed names, grown, and evolved, our mission to help clients pursue financial security has never wavered. A Servant’s Heart We care! Our people possess a servant’s heart - the heart of someone who places themselves in the position of our clients, listens to their needs, and is dedicated to providing them with a timely strategy. As professionals dedicated to your needs, our advisors and staff will always put your needs ahead of our own. Our goal is to ensure you are completely satisfied with every aspect of your relationship with us. CONTACT US If you have any questions or would like to meet to discuss your group retirement plan, employee benefits, financial plan or other financial services needs, please contact us. The financial consultants of PREISZ Financial are Registered Representatives with, and Securities offered through, LPL Financial, Member SIPC www.sipc.org. Investment advice offered through PREISZ Financial, a Registered Investment Advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Financial consultants for PREISZ Financial are securities licensed in the following states: Arizona, California, Colorado, Georgia, Maryland, Oregon, Texas, Virginia and Washington.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Preisz Financial has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Preisz Financial has never raised funding before.
Preisz Financial Tech Stack
Discover the technologies and tools that power Preisz Financial's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
JavaScript libraries
CMS
CDN
JavaScript libraries
Programming languages
Security
Widgets
Analytics
JavaScript libraries
Switzerland
Finland
Canada
Frequently asked questions
4.8
40,000 users
