Core Financial Resources

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 Services
Offices of Certified Public Accountants
Tax 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 Contact
Dave Patterson Enrolled Agent for Tax Matters
Email
Julie Llera
Email
Dave Patterson
View
Scott Patterson, Ea, Cfp® Tax and Financial Advisor
Email

Employees by Management Level

Individual contributor 5 profiles
Director 2 profiles
Manager 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 4 4 1
General 1 1 0

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