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Cross Financial
65 Southwest Yamhill Street, Portland, Oregon 97204
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About the Cross Financial
Cross Financial is an accounting and finance institution located at 65 Southwest Yamhill Street in Portland, 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' goals, dreams, and passions before addressing their business needs. Our team of professionals is dedicated to providing personalized and caring service to help our clients achieve their financial objectives. Additionally, we have a second location at 16100 NW Cornell Rd, Suite 240 in Beaverton, Oregon. Please note that our registered representatives are associated with LPL Financial and may only conduct business with residents of certain states where they are properly registered or licensed. Cross Financial is committed to providing comprehensive financial solutions to help our clients succeed.
Photos of Cross Financial
65 SW Yamhill St #400, Portland, OR 97204, United States
Opening hours of Cross Financial
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Cross Financial
"I can't say enough good things about BGO! Every person I interact with is knowledgable, professional, and quick to respond to my questions. As a business owner, I find relief in their knowledge about tax law and their knowledge about my business. They take the time to really investigate long and short term impacts to my business, rather than just a blanket answer to my questions. Highly recommend."
"BGO has handled our business and personal taxes for over five years. Last year during the transition we were concerned about how the changes would impact us. Having been accustomed to excellent customer service it was a huge relief to know that same quality of service was in fact going to continue. Lisa and Tracy and the entire team are fabulous to work with. We appreciate having such a knowledgeable and responsive team assisting us in reaching our personal and professitional goals. Highly recommend this organization for all of your accounting needs."
"I've worked with this team for two years now and found their attention and genuine care for me and my circumstances to be far beyond what I have experienced in the past 25 years of filing taxes. As my life took some serious turns back and forth, in and out of the state of Oregon, and acquiring a business while starting another, BGO has faithfully supported us and continues to be a rich source of reliable council and services. Very impressive."
"I own several business and over the years have had the opportunity to work with several accounting firms. My experience with BGO was second to none. While they checked the box with what you look for in an accounting firm, what I really appreciated and what sets them apart was the ability to find creative solutions. Thier counsel ultimitly saved my firm and me personally a ton. Understanding my complete financial picture, listening to my needs, and putting all that into strategies is what I have been looking for from an advisor for many years. Thank you BGO!"
"I am a small business owner here in Portland. We have been with BGO CPA’s for 5 years. Jay Torgerson and his team have been phenomenal. The are professional, prompt and accurate. Not only have they done an A+ job with our taxes and tax strategy on our 12 different companies, Jay’s team also handles my family taxes. I have referred multiple people to BGO and will continue to do so."
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