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 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.
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Verified contacts
10
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
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no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
14
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- PZ
Patricia Zimmerman
Director of Operations · Operations
EmailPhone - WP
William Preisz
Director of Retirement Plan Services · General Business & Management
EmailPhone - CW
Christa Whitman
Wealth Management Coordinator · Finance & Accounting
EmailPhone - CP
Clary Paz
Administrative Assistant · Operations
EmailPhone - CP
Clarybell Paz
Administrative Assistant · Operations
EmailPhone - SA
Sebastien Alamo-Selis
Retirement Services Intern · General Business & Management
EmailPhone - JT
Jason Tanz Crpstm
Retirement Plan Service Department · Other
EmailPhone - MP
Michael Preisz
President · General Business & Management
EmailPhone - TD
Tom Davenport
Chief Investment Officer, Shareholder · Other
EmailPhone
Showing 9 of 10 verified contacts
Top roles at Preisz Financial
8 distinct titles indexed · top 8 shown.
- 2administrative assistant
- 1chief investment officer, shareholder
- 1director of operations
- 1director of retirement plan services
- 1president
- 1retirement plan service department
- 1retirement services intern
- 1wealth management coordinator
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