Benefits, Investments and Insurance
Michael Preisz
of PREISZ Financial
- 503-224-1600
- www.preisz.com
- michael@preisz.com
- 4525 SW Condor Ave., Portland, OR 97239
PREISZ Financial is a comprehensive financial services firm committed to helping our clients work towards improving their long-term financial well-being. Our customized strategies are designed to help grow, preserve and conserve our clients’ wealth by delivering a highly professional level of personalized service.
Mission
“Wealth Preservation and Financial Independence”
Values
Our Company was founded upon principles that place the utmost value on our clients’ financial goals and objectives. We’re in the business of building long term, solid relationships that are based upon trust and quality client service.
We ensure quality client service by employing a staff dedicated to our professional values: a servant’s heart and lifelong learning.
Our staff are experienced professionals with a “hands on” approach to investments and employee benefits. They are dedicated to providing the guidance and customer care that are required in every phase of our clients’ plans to be successful.
Services
- Employee Benefits
- Investments
- Insurance Services
Specialty:
- Qualified Retirement Plans
- Estate Planning
- Non-Qualified Executive Compensation Plans
- Charitable Gifting
- Securities
- Business Succession Planning
Profile: Michael Preisz
Michael has over three decades of financial consulting and private industry experience, bringing his clients a special blend of understanding problems and implementing solutions. He started his career with Deloitte, Haskins & Sells, Certified Public Accountants, and obtained his Certified Public Accountant certificate in 1976. Thereafter, for nine years, he worked as a Controller and Chief Financial Officer.
Changing his career direction, Michael has now spent another twenty six years as a Financial Advisor. During this time, he obtained his Certified Life Underwriter (CLU), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Accredited Investment Fiduciary™ (AIF®) professional designations and has registered his company, Preisz Financial, as an Independent Investment Advisor.
