Cross Financial Management

Financial ServicesOregon, United States11-50 Employees

Cross Financial Management is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients — not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ unique needs.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which we are registered to do business, please visit www.crossfinancialmgmt.com.
Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment Advice offered through Cross Financial Advisors, a registered investment advisor. Cross Financial Advisors and Cross Financial Management are separate entities from LPL Financial.

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