Core Financial Resources
Accounting
Anderson, Sc, United States
18 employees
- Employees
- 18
- Contacts
- 3
- Emails
- 3
Core Financial Resources Overview
- Headquarters
- Anderson, Sc, United States
- Website
- corefr.com
- Industry
- Accounting
- Employees
- 18
- Founded
- 2003
- NAICS
-
Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesOffices of Certified Public AccountantsTax Preparation Services
About Core Financial Resources
A unique company providing complete accounting and tax as well as a CERTIFIED FINANCIAL PLANNER®. By combining advanced strategies in tax, retirement planning, and insurance we'll address mistakes and missed opportunities when advice from multiple advisors isn't coordinated. Securities offered through Avantax Investment Services℠, Member FINRA,SIPC (www.finra.org, www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.Avantaxwealthmanagement.com/social_policy/ for more information. Core Financial Resources LLC and Avantax are not affiliated. Tax services are provided by Core Financial Resources LLC are separate and apart from Avantax. 1510 N Main St. Anderson, SC 29621 864.224.8929
Core Financial Resources Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Core Financial Resources Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Dave Patterson | Enrolled Agent for Tax Matters | Seneca, South Carolina, United States |
Email
|
| Julie Llera | Belton, South Carolina, United States |
Email
|
|
| Dave Patterson | Seneca, South Carolina, United States |
View
|
|
| Scott Patterson, Ea, Cfp® | Tax and Financial Advisor | Greenville-spartanburg-anderson, South Carolina Area, United States |
Email
|
Employees by Management Level
Individual contributor
5 profiles
Director
2 profiles
Manager
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 4 | 4 | 1 |
| General | 1 | 1 | 0 |
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