Cross Financial

Cross Financial is an accountant in Portland, Oregon, holding a 5.00 rating. The firm provides a comprehensive range of accounting services, including tax planning for businesses, individuals, trusts, estates, and nonprofits, as well as succession and estate planning. They also offer outsource support services such as bookkeeping and payroll, alongside wealth management solutions like financial planning, retirement income planning, and IRA rollover services.

Founded in 2003 by Jay Torgerson and Mathew Whiteaker, the firm expanded in 2014 to incorporate accounting services and established Cross Financial Advisors, LLC in 2017. The team approaches complex financial situations with a focus on deep experience and creative problem-solving. Their professional staff includes CPAs, CFPs, and financial advisors who prioritize a personal connection with clients to help achieve financial confidence and empowerment.

The office is located on SW Yamhill Street, near Mill Ends Park and Printing Press Park. The location is a short walk from Portland Community College - Downtown Center and is situated close to Southwest Naito Parkway.

The business maintains well-documented information online, ensuring their details are easily accessible. Their digital presence is well-optimized, making them easy to find through search engines.

Cross Financial provides dedicated tax and wealth management expertise to the Portland community, focusing on helping clients navigate complex financial landscapes with personalized care.

Services:

• Accounting Services
• Outsource Support Services
• Retirement Income Planning
• Tax Services
• Wealth Management