Core Financial Resources
Email address and contacts
Quick try with Anna Claire Patterson from corefr.com
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Core Financial Resources company description
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
Employee count
11-50
Industry
AccountingHeadquarter address
1510 N Main St, Anderson, SC 29621, US
Country
United States
Founded
2003
Company website
https://corefr.com
Key Employees
- Anna Claire PattersonBookkeeper
- Scott PattersonCEO, Accounting Manager, Financial Advisor
- Katie BeaverWealth Management Coordinator
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New team members of Core Financial Resources
David White
Accounting and Tax Intern
Bridgett Bennett
Office Manager
Julie Llera
Payroll Specialist
Debbie Ducharme
Supervisor
Ethan Miller
Wealth Management Coordinator
Dave Patterson
Partner