Cross Financial Management
Finance · 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
About Cross Financial Management
Cross Financial offers comprehensive wealth management and accounting services, focusing on understanding the personal goals and dreams of their clients. Their services include financial planning, retirement income planning, tax services, and outsourced support. The firm aims to empower clients with financial confidence and personal fulfillment through a caring and ethical approach. Based in Portland, Oregon, Cross Financial serves individuals seeking tailored financial solutions.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
Cross Financial Management Tech Stack
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Frequently Asked Questions Regarding Cross Financial Management
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Cross Financial offers comprehensive wealth management and accounting services, focusing on understanding the personal goals and dreams of their clients. Their services include financial planning, retirement income planning, tax services, and outsourced support. The firm aims to empower clients with financial confidence and personal fulfillment thr... Read More
