What are your dreams?
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Financial Planning
Retirement Income Planning
IRA Rollover Services
Our services crossover to empower our clients with full financial well being.
Our goal is to provide you with financial confidence, empowerment and more personal fulfillment.
Accounting Services
503-233-1133
clients@crossfinancialaccounting.com
Wealth Management
503-430-0563
Downtown:
65 SW Yamhill St Ste 400 Portland, OR 97204
West Side:
16100 NW Cornell Rd, Suite 240 Beaverton, OR 97006
© 2022, Cross Financial Management. All rights reserved.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Professionals associated with Cross Financial Management, LLC. doing business as Cross Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Cross Financial Advisors, a registered investment advisor; or (2) solely tax professionals of BGO CPAs and not affiliated with LPL Financial. CPA related services offered through BGO CPAs, DBA Cross Financial Accounting or DBA Cross Financial. BGO CPAs, Cross Financial Advisors, Cross Financial Accounting and Cross Financial Management are separate entities and not affiliated with LPL Financial. LPL Financial does not offer tax advice or CPA related services.