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ClaimFinancial services agency in Oregon.
Cross Financial Management is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients — not to a parent company.
Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ unique needs.
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.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Portland, OR
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Year founded
Founded 2003
2 Locations
- Portland , OR
- Beaverton , OR
Service Lines
- Accounting
- 35%
Select Focus Area
- General Accounting Focus
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- Bookkeeping
- 35%
- Financial Audit
- 35%
- Financial Advising & Planning
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- Tax Focus
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- Tax Audit
- 35%
- Tax Consulting
- 35%
- Tax Preparation
- 30%
Industries
No Industries have been added yet…
Clients
No Clients have been added yet…
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