Cross Financial Management

Cross Financial Management

Financial-Services

Beaverton, Oregon
United States
Industry Category
Financial-Services
Company Description

Cross Financial Management is a leading financial consulting firm committed to assisting clients in building wealth and safeguarding their assets. As an independent entity, Cross Financial Management ensures that client interests always come first. This independence allows Cross Financial Management to collaborate with top-tier brokerage firms and insurance providers, leveraging their products to develop customized client portfolios.

Cross Financial Management is dedicated to offering services tailored to meet each client's specific needs. With a focus on wealth management services, executive benefits, and retirement plan consulting, Cross Financial Management delivers comprehensive financial solutions.

Located at 16100 NW Cornell Rd, Suite 240, Beaverton, Oregon 97006, US, and with an additional office at 1500 NE Irving St, Suite 440, Portland, Oregon 97232, US, Cross Financial Management is well-positioned to serve a broad clientele. We invite the management team at Cross Financial Management to enhance your company’s presence by creating a customized and exclusive company showcase and product listing on our platform.

Cross Financial Management est un cabinet de conseil financier de premier plan qui s'engage à aider ses clients à constituer un patrimoine et à protéger leurs actifs. En tant qu'entité indépendante, Cross Financial Management veille à ce que les intérêts de ses clients passent toujours en premier. Cette indépendance permet à Cross Financial Management de collaborer avec des sociétés de courtage et des fournisseurs d'assurance de premier plan, en tirant parti de leurs produits pour élaborer des portefeuilles clients personnalisés.

Cross Financial Management se consacre à offrir des services adaptés aux besoins spécifiques de chaque client. En mettant l'accent sur les services de gestion de patrimoine, les avantages sociaux pour les cadres et les conseils en matière de régimes de retraite, Cross Financial Management offre des solutions financières complètes.

Situé au 16100 NW Cornell Rd, Suite 240, Beaverton, Oregon 97006, États-Unis, et avec un bureau supplémentaire au 1500 NE Irving St, Suite 440, Portland, Oregon 97232, États-Unis, Cross Financial Management est bien positionné pour servir une large clientèle. Nous invitons l'équipe de direction de Cross Financial Management à améliorer la présence de votre entreprise en créant une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Divya Shetty Corey Levine Ankit Palan CFP® Tom Ouimette

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Founded Year
1981 2003 2020
Company Size
1,001-5,000 11-50 11-50
City
Beaverton, Oregon San Diego , CA Lake Mary, FL Oakville, Ontario
Country
United States United States Canada
Skills & Keywords Comparing with main company
9 Total Skills
Financial Consulting Wealth Management Retirement Planning Investment Advice Financial Services Executive Benefits Portfolio Management Wealth Management Services Retirement Plan Consulting
19 Total 2 Common 17 Unique
Match 22%
Common Skills:
Financial Services Retirement Planning
Unique Skills:
529 Plans Broker Dealer Compliance Broker Dealer Operations Collaborate Innovation College Funding Strategies Education Savings +11
17 Total 2 Common 15 Unique
Match 22%
Common Skills:
Retirement Planning Wealth Management
Unique Skills:
401(k) Retirement Savings Plans 401(k) Rollovers Alternative Investments Growth Investing Impact Investing Investments +9
26 Total 2 Common 24 Unique
Match 22%
Common Skills:
Retirement Planning Wealth Management
Unique Skills:
Alternative Investments Growth Investing Halal Investing Investments Islamic Finance Islamic Studies +18
4
Total Companies
1981
Oldest Founded
2
Countries
55
Unique Skills

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Alternative Company Names

This company is also known as

Cross Financial Management 跨金融管理 क्रॉस फाइनेंशियल मैनेजमेंट كروس للإدارة المالية Кросс Финансовый менеджмент