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Reach out any time. We’re looking forward to hearing from you.

Accounting Services:

503-233-1133

clients@crossfinancialaccounting.com

 

Wealth Management:

503-430-0563

crossfinancial@lpl.com

 

Downtown: 

65 SW Yamhill St Ste 400 Portland, OR  97204

 

West Side: 

16100 NW Cornell Rd, Suite 240 Beaverton, OR 97006

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Accounting Services 

503-233-1133

clients@crossfinancialaccounting.com

 

Wealth Management

503-430-0563

crossfinancial@lpl.com

 

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.

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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.