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 Cetera Wealth Services, LLC, Member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 1510 N Main St. Anderson, SC 29621 864.224.8929
| Website | http://www.corefr.com |
| Revenue | $16.2 million |
| Employees | 17 (12 on RocketReach) |
| Founded | 2003 |
| Address | 1510 N Main St, Anderson, South Carolina 29621, US |
| Phone | +1 864-224-8929 |
| Fax | (864) 222-9243 |
| Technologies |
JavaScript
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| Industry | Finance, Accounting |
| Web Rank | 25 Million |
| Keywords | Certified Financial Planner, Financial Planning, Tax Services, Accounting Services, Retirement Planning, Cfo Services, Wealth Management, Investment Planning, Tax Preparation, Financial Advisor, Estate Planning, Bookkeeping Services, Tax Consulting, Financial Consulting, Accounting Firm, Personal Finance, Business Accounting, Financial Management, Tax Resolution, Budgeting Services |
| Competitors | Wealthfront, Betterment, Personal Capital, Vanguard, Fidelity Investments, Schwab Advisor Services, TD Ameritrade, Merrill Edge, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood +38 more (view full list) |
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Core Financial Resources Questions
The Core Financial Resources annual revenue was $16.2 million in 2026.
Scott Patterson is the CEO, Accounting Manager, Financial Advisor of Core Financial Resources.
12 people are employed at Core Financial Resources.
Core Financial Resources is based in Anderson, South Carolina.
Top Core Financial Resources Employees
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Scott Patterson
CEO, Accounting Manager, Financial Advisor at Core Financial Resources
South Carolina, United States14 -
Dave Patterson
Partner at Core Financial Resources
Seneca, SC, US15+ -
Bridgett Bennett
Office Manager at Core Financial Resources
Anderson, SC, US25 -
Bridgett Bennett
Office Manager at Core Financial Resources
Anderson, SC, US22 -
Katie Beaver
Wealth Management Coordinator at Core Financial Resources
Greenville, SC, US11 -
Julie Llera
Payroll Specialist at Core Financial Resources
Belton, SC, US33 -
David White
Accounting and Tax Intern at Core Financial Resources
South Carolina, United States -
Ryan Vogenitz
Staff Accountant at Core Financial Resources
Anderson, SC, US
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