Cross Financial Management
Accounting for Legal Practices · Oregon, United States · 11-50 Employees
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Overview
Headquarters
1500 NE Irving St Ste 440, Portland, Ore...Phone Number
(503) 430-0563Website
www.crossfinancialmgmt.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
About Cross Financial Management
Cross Financial offers comprehensive wealth management and accounting services, focusing on personalized financial solutions. Their services include financial planning, retirement income planning, tax services, and audit assurance, aiming to empower clients towards financial confidence and fulfillment. The company prides itself on building strong relationships with clients by understanding their goals and dreams, ensuring a personal approach to business. Targeting individuals seeking financial advice and management, Cross Financial operates from locations in Portland and Beaverton, Oregon.Explore more
Cross Financial Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Cross Financial Managemen...
<$5M
11-50
Private
-
2003
TC
Tristan CollinsDepartment Managing Director, Accounting
Company Profile Activity
Activity Insights
Cross Financial Management is experiencing very low activity levels compared to other companies in the Business Services sector.
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Cross Financial Management is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Cross Financial Management.
Cross Financial Management Tech Stack
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Cross Financial offers comprehensive wealth management and accounting services, focusing on personalized financial solutions. Their services include financial planning, retirement income planning, tax services, and audit assurance, aiming to empower clients towards financial confidence and fulfillment. The company prides itself on building strong r... Read More
