Core Financial Resources
www.corefr.comA unique company providing complete accounting and tax as well as a CERTIFIED FINANCIAL PLANNER™. We will act as your Personal CFO (Chief Financial Officer) and make sure you're planning is SOLID. By combining experts in tax, retirement planning, and insurance we'll ensure that mistakes aren't made and opportunities missed because your advisers simply aren't communicating. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment Advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax affiliated insurance agency.
Read moreA unique company providing complete accounting and tax as well as a CERTIFIED FINANCIAL PLANNER™. We will act as your Personal CFO (Chief Financial Officer) and make sure you're planning is SOLID. By combining experts in tax, retirement planning, and insurance we'll ensure that mistakes aren't made and opportunities missed because your advisers simply aren't communicating. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment Advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax affiliated insurance agency.
Read moreCountry
State
South Carolina
City (Headquarters)
Anderson
Employees
11-50
Founded
2003
Social
Employees statistics
View all employeesPotential Decision Makers
Managing Partner
Email ****** @****.comPhone (***) ****-****Wealth Management Coordinator
Email ****** @****.comPhone (***) ****-****Supervisor
Email ****** @****.comPhone (***) ****-****Partner , Enrolled Agent , Certified Financial Planner
Email ****** @****.comPhone (***) ****-****
Technologies
(33)