Cross Financial
Cross Financial | Wealth Management | Accounting Services | Portland, OR
📍 Portland Downtown, Portland
🏆 27+ yrs
⭐ 5/5 (9 reviews)
I’m a Accounting firm in Portland helping Small Businesses, Individuals with Contract Law, Bankruptcy Law, Immigration Law.
If you searched for “Accounting firm near 97204”, “best Accounting firm Portland Downtown Portland”, “free consultation Accounting firm Portland”, “affordable Accounting firm Portland”, or “Consultant lawyer in Portland”, you’re in the right place.
Office: 65 SW Yamhill St #400, Portland, OR 97204
Website: http://www.crossfinancialmgmt.com/
Status: OPERATIONAL •
Managed by: Cross Financial
Image credit: Google Business Profile listing for Cross Financial. Image hosted by Google. View on Google
27+
Years
5/5
Average Rating
9
Reviews
English
Languages
About Cross Financial
Cross Financial is an investment consulting and retirement planning firm focused on developing customized strategies designed to fit the needs of our corporate, not-for-profit, and individual clients. The firm provides three core services: Individual Wealth Management, Business Retirement Services, and Executive Benefits. Cross Financial Management, accounting services, wealth management Cross Financial | Investment Consulting and Retirement Planning | Portland, OR Are you looking for expert advice and personalized strategies to secure your financial future? Look no further than Cross Financial, a trusted investment consulting and retirement planning firm based in Portland, Oregon. With a team of experienced professionals, we are dedicated to helping our clients achieve their financial goals and live a comfortable retirement. At Cross Financial, we understand that every client is unique, with different financial circumstances and aspirations. That’s why we offer a range of customized services tailored to meet the specific needs of individuals, businesses, and nonprofit organizations. Our three core services include: 1. Individual Wealth Management: Our team of skilled consultants will work closely with you to develop a comprehensive wealth management plan that aligns with your long-term goals. From investment strategies and asset allocation to tax planning and estate management, we provide holistic solutions to grow and protect your wealth. 2. Business Retirement Services: As a business owner, planning for retirement is crucial not only for your personal financial security but also for the well-being of your employees. Our experts will help you design and implement retirement plans that attract and retain top talent while maximizing tax advantages for your business. 3. Executive Benefits: We understand the unique financial needs of executives and key employees. Our executive benefits program offers tailored solutions to attract and reward top talent, including executive compensation plans, deferred compensation, and supplemental retirement plans. With decades of experience in the financial industry, our team at Cross Financial has the knowledge and expertise to navigate the complexities of investment management and retirement planning. We stay up-to-date with the latest market trends and regulations to ensure our clients receive the most relevant and effective advice. What sets us apart is our commitment to personalized service and building long-term relationships with our clients. We take the time to understand your financial objectives, risk tolerance, and time horizon, then develop strategies that are aligned with your unique circumstances. Our goal is to empower you to make informed financial decisions and provide ongoing support as your needs evolve over time. When you choose Cross Financial, you can expect: – Expert guidance from a team of experienced professionals – Customized strategies tailored to your specific financial goals – Comprehensive wealth management services – Retirement planning solutions for individuals and businesses – Personalized attention and ongoing support Take control of your financial future with Cross Financial. Contact our office today at +1 503-430-0563 to schedule a consultation with one of our knowledgeable advisors. Let us help you navigate the path to financial success and a secure retirement. Keywords: Cross Financial, investment consulting, retirement planning, wealth management, accounting services, business retirement services, executive benefits, Portland, Oregon, personalized strategies, financial goals, retirement plans, executive compensation, tax planning, estate management, long-term relationships, market trends, informed financial decisions. Cross Financial. Cross Financial is an investment consulting and retirement planning firm focused on developing customized strategies designed to fit the needs of our corporate, not-for-profit, and individual clients. The firm provides three core services: Individual Wealth Management, Business Retirement Services, and Executive Benefits.. Consultant, Accounting firm. Cross Financial | Wealth Management | Accounting Services | Portland, OR. Cross Financial Management, accounting services, wealth management. . Consultant, Accounting firm. +1 503-430-0563. Portland
Fees: Flexible payment plans available
Amenities: Accessibility,Wheelchair accessible entrance,Wheelchair accessible parking lot,
Credentials & Expertise
Education & Admissions
- Law School: Portland State University
- Bar Admissions: California State Bar
- Years in Practice: 27+
Practice Focus & Clients
Detailed Practice Areas: Contract Law, Bankruptcy Law, Immigration Law
Case Types Handled: Real Estate Transactions, Immigration, Slip and Fall, Child Custody, Adoption, Auto Accidents
Client Types: Small Businesses, Individuals
Memberships, Awards & Notables
Professional Memberships: International Association of Defense Counsel, Oregon Trial Lawyers Association, Multnomah Bar Association, Oregon Association of Defense Counsel
Awards: Oregon Super Lawyers, Best Lawyers in America
Notable Achievements: Successfully represented over 142 clients
In-Depth: How I Approach Your Case
Office, Maps & Hours
Address
65 SW Yamhill St #400
Portland, OR 97204
Neighborhood: Portland Downtown
Open on Google,
Directions,
Website
Office Hours
| Monday | 8:30AM-5:30PM |
| Tuesday | 8:30AM-5:30PM |
| Wednesday | 8:30AM-5:30PM |
| Thursday | 8:30AM-5:30PM |
| Friday | 8:30AM-4:30PM |
| Saturday | Friday:8AM-5PM |
| Sunday | Closed |
Amenities (quick view): Accessibility,Wheelchair accessible entrance,Wheelchair accessible parking lot,
Talk with me today
I serve Portland and Portland Downtown with 27 years in Contract Law, Bankruptcy Law, Immigration Law.
Free initial consultation available. Contact our office to schedule an appointment and discuss your legal needs. • Flexible payment plans available • Languages: English
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Anthony Forhan
a year ago5-Star Review for Cross Financial I’ve been working with Cross Financial for over five years now, and their level of service continues to impress me. Their team is incredibly attentive, responsive, and always goes the extra mile to ensure everything is handled with care and precision. What truly sets them apart is their trustworthiness and commitment to their clients. I’ve never had a moment of doubt when working with them—they’ve consistently provided clear guidance and support, and I always feel confident that my financial matters are in good hands. If you’re looking for a firm that combines professionalism with genuine customer care, I highly recommend Cross Financial. They’ve been an invaluable partner, and I wouldn’t hesitate to refer them to anyone seeking reliable financial services.
Robin Dagostino
7 years agoBGO 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.
Josh Johnston
7 years agoI 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.
Mike Nye
7 years agoI 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!
Johnny Meyer
7 years agoI'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.