Cross Financial Advisors

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--> Cross Financial | Wealth Management | Accounting Services | Portland, OR top of page MAKE A PAYMENT CLIENT LOGIN What are your dreams? At Cross Financial Management, we want to take the time to get to know you, the real you. Request additional information » Check the background of investment professionals associated with this site on FINRA s BrokerCheck . Learn more about our Accounting Services Tax Services Accounting Services Outsource Support Services Learn more about our Wealth Management Financial Planning Retirement Income Planning IRA Rollover Services Our services crossover to empower our clients with full financial well being. OUR TEAM We share a genuine spirit of caring and friendship driven by strong ethics and values. Learn more about us » OUR DIFFERENCE We take the time to really get to know our clients. What are their goals? What are their dreams? What are they passionate about? It s personal first; then business. Learn more about the difference we make » Our goal is to provide you with financial confidence, empowerment and more personal fulfillment. bottom of page --> About | Cross Financial Management, Portland, OR top of page MAKE A PAYMENT CLIENT LOGIN We are passionate problem-solvers who care about making a difference. Join our team » Our story Cross Financial was created in 2003 by Jay Torgerson and Mathew Whiteaker who had a dream of developing a financial services agency with a clear mission and strong values. In 2014, they grew the company to inclu

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