Preisz Associates is a financial services firm located in Portland, Oregon. They are dedicated to providing investment management, strategic wealth planning, and insurance services to individuals, families, business owners, and employees. With a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER professionals, Preisz Associates strives to be their clients' trusted advisor, helping them pursue and preserve financial security. They offer a range of services, including group retirement plans, financial planning, investment management, and insurance coverage. As a Registered Investment Adviser (RIA), they are independent and have no proprietary products, ensuring unbiased advice and recommendations.
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