Cross Financial Management 16100 Northwest Cornell Road, Beaverton, OR 97006
About the Business
Cross Financial Management is a finance institution located at 16100 Northwest Cornell Road in Beaverton, Oregon, United States. Our services are designed to empower our clients with full financial well-being, driven by strong ethics and values. We take the time to truly understand our clients, their goals, dreams, and passions. Our team of professionals can be found at our offices in both Portland and Beaverton. We are registered representatives with LPL Financial, Member FINRA/SIPC, and offer investment advice through Cross Financial Advisors. Additionally, we offer tax services through BGO CPAs, DBA Cross Financial Accounting. Please note that LPL Financial does not offer tax advice or CPA related services. Visit us to see how we can help you achieve your financial goals.
Location & Phone number
16100 NW Cornell Rd, Beaverton, OR 97006, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Tax Consultant
- Audit & Consulting
- Accountant
- Accounting Services
- Asset Protection
- Business Accounting
- Client Centered Approach
- Estate Planning
- Ethics In Finance
- Family Office Services
- Fee-Only Advisor
- Finance Institution
- Financial Advisor
- Financial Planning
- Financial Wellness
- Full Financial Picture
- Generational Wealth
- Individual Tax Planning
- Inheritance Planning
- Investment Advice
- Investment Risk Management
- Investment Services
- Investment Strategies
- Money Management
- Portfolio Management
- Registered Representative
- Retirement Account Management
- Retirement Planning
- Risk Management
- Small Business Financing
- Tax Compliance
- Tax Planning
- Values Driven Finance
- Wealth Management
- Wealth Preservation
- Wealth Transfer
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