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Accounting Services

Wealth Management

Professional Designations

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:

11600 SW Shilo Ln Ste 100

Portland, OR 97225

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Investing involves risk, including loss of principal; past performance does not guarantee future results.

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.

“Cross Financial” is the brand name under which CF Advisory, LLC, and Cross Financial Advisors, LLC operate. CF Advisory, LLC is a separate legal entity under common ownership and is not held out to the public as providing services. Cross Financial Advisors, LLC is a registered investment advisory ﬁrm. Any references to “our ﬁrm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand.

Professionals associated with 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 LLC, a registered investment advisor; or (2) solely tax professionals of Cross Financial and not affiliated with LPL Financial. LPL Financial does not offer tax advice or CPA related services.

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