Insights

Market Position Core Financial Resources operates in the accounting and financial planning sector with a revenue range of 10 to 25 million dollars, positioning it as a mid-sized firm with significant growth potential and opportunities for tailored financial technology solutions and advisory services.

Customer Focus The company's integration of tax, retirement planning, and insurance strategies indicates a customer-centric approach, which presents an opportunity to offer comprehensive financial management tools and client engagement platforms to enhance service delivery.

Technology Stack Utilizing modern web technologies including Cloudflare, Tailwind CSS, and server platforms like Nginx and Apache suggests openness to adopting innovative digital solutions, creating prospects for sales of cybersecurity, cloud management, and web optimization services.

Competitive Landscape Positioned alongside industry giants like Charles Schwab and Fidelity with smaller revenue and workforce, there is a strategic opportunity to offer scalable financial technology, compliance tools, and marketing solutions tailored for mid-sized financial firms.

Growth Opportunities Given its recent news and expanding client base in a competitive sector, there is potential to introduce targeted sales in financial advisory software, process automation, and data analytics to support their growth and service differentiation.

Core Financial Resources Tech Stack

Core Financial Resources uses 8 technology products and services including Cloudflare, Modernizr, X-XSS-Protection, and more. Explore Core Financial Resources's tech stack below.

Cloudflare

Content Management System

Modernizr

Javascript Libraries

X-XSS-Protection

Security

Tailwind CSS

UI Frameworks

GoDaddy

Web Hosting

Nginx

Web Servers

Apache

Web Servers

Facebook

Widgets

Core Financial Resources Email Formats	Example	Percentage
First@corefr.com	John@corefr.com	43%
First.Last@corefr.com	John.Doe@corefr.com	33%
FLast@corefr.com	JDoe@corefr.com	14%
Last@corefr.com	Doe@corefr.com	10%

Core Financial Resources Email Formats

Example

Percentage

First@corefr.com

John@corefr.com

43%

First.Last@corefr.com

John.Doe@corefr.com

33%

FLast@corefr.com

JDoe@corefr.com

14%

Last@corefr.com

Doe@corefr.com

10%

Frequently Asked Questions

Where is Core Financial Resources's headquarters located?

Core Financial Resources's main headquarters is located at 1510 N Main St, Anderson, SC 29621, US. The company has employees across 1 continents, including North America.

What is Core Financial Resources's phone number?

You can contact Core Financial Resources's main corporate office by phone at

+1-864-224-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Core Financial Resources's official website and social media links?

Core Financial Resources's official website is corefr.com and has social profiles on LinkedIn.

What is Core Financial Resources's SIC code NAICS code?

Core Financial Resources's SIC code is 8742 - Management Consulting Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Core Financial Resources have currently?

As of October 2025, Core Financial Resources has approximately 17 employees across 1 continents, including North America. Key team members include Ceo, Accounting Manager, Financial Advisor: S. P.Managing Partner: D. P.Partner: S. P. E. C.. Explore Core Financial Resources's employee directory with LeadIQ.

What industry does Core Financial Resources belong to?

Core Financial Resources operates in the Accounting industry.

What technology does Core Financial Resources use?

Core Financial Resources's tech stack includes CloudflareModernizrX-XSS-ProtectionTailwind CSSGoDaddyNginxApacheFacebook.

What is Core Financial Resources's email format?

Core Financial Resources's email format typically follows the pattern of First@corefr.com. Find more Core Financial Resources email formats with LeadIQ.

When was Core Financial Resources founded?

Core Financial Resources was founded in 2003.

Core Financial Resources

Q: What is Core Financial Resources's official website and social media links?

Core Financial Resources's official website is corefr.com. Core Financial Resources has social profiles on LinkedIn.

Q: How many employees does Core Financial Resources have currently?

Core Financial Resources has approximately 17 employees.

Q: What technology does Core Financial Resources use?

Core Financial Resources's tech stack includes Font Awesome, jsDelivr, Laravel, RSS, GoDaddy.

AccountingUnited States11-50 Employees

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

Insights

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