Insights

Multi-service offering Core Financial Resources combines accounting, tax, and certified financial planning, creating cross-sell opportunities to existing clients who may need integrated financial and tax planning services.

Regional SME focus Based in Anderson, SC with a 11-50 employee base, the company appears positioned to serve regional small and medium-sized businesses seeking centralized accounting, tax, and advisory services.

Tech-enabled efficiency Leverages a modern tech stack (MySQL, Laravel, Gravity Forms, Google Tag Manager, Elementor) which can support scalable onboarding, secure data handling, and client portals for cross-service engagement.

Revenue signaling Reported revenue range of $10M–$25M indicates substantial client activity and potential for growth-oriented financial planning services and premium advisory offerings.

Brand and partnerships Securities and advisory services through Cetera affiliates suggest capabilities for fiduciary-focused solutions and potential collaboration with wealth-management channels to expand client base.

Core Financial Resources Tech Stack

Core Financial Resources uses 8 technology products and services including MySQL, Slick, Elementor, and more. Explore Core Financial Resources's tech stack below.

  • MySQL
    Database
  • Slick
    Javascript Libraries
  • Elementor
    Page Builders
  • Google Tag Manager
    Tag Management
  • Laravel
    Web Frameworks
  • Gravity Forms
    Web Platform Extensions
  • Apache
    Web Servers
  • Facebook
    Widgets

Core Financial Resources's Email Address Formats

Core Financial Resources uses at least 1 format(s):
Core Financial Resources Email FormatsExamplePercentage
First@corefr.comJohn@corefr.com
43%
First.Last@corefr.comJohn.Doe@corefr.com
33%
FLast@corefr.comJDoe@corefr.com
14%
Last@corefr.comDoe@corefr.com
10%

Frequently Asked Questions

What is Core Financial Resources's phone number?

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

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

How much revenue does Core Financial Resources generate?

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As of July 2026, Core Financial Resources's annual revenue is estimated to be $10M - $25M.

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

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Core Financial Resources's SIC code is 6282 - Investment Advice NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Core Financial Resources have currently?

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As of July 2026, Core Financial Resources has approximately 18 employees across 1 continents, including North America. Key team members include Ceo, Accounting Manager, Financial Advisor: S. P.Partner: S. P. E. C.. Explore Core Financial Resources's employee directory with LeadIQ.

What industry does Core Financial Resources belong to?

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Core Financial Resources operates in the Accounting industry.

What technology does Core Financial Resources use?

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Core Financial Resources's tech stack includes MySQLSlickElementorGoogle Tag ManagerLaravelGravity FormsApacheFacebook.

What is Core Financial Resources's email format?

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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?

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Core Financial Resources was founded in 2003.
Core Financial Resources logo

Core Financial Resources

AccountingSouth Carolina, United States11-50 Employees

Core Financial Resources is an accounting firm based in Anderson, South Carolina, that provides comprehensive services in accounting and tax, complemented by financial planning through a certified professional. The firm emphasizes coordinated guidance across tax, retirement planning, and insurance to address gaps that can occur when advice from separate specialists is not aligned. Its primary clients are individuals and entities seeking integrated financial and tax planning solutions in a single, coordinated offering. Positioned within the accounting and financial advisory space, the company combines traditional accounting with financial planning to deliver a holistic approach. The business is located at 1510 North Main Street in Anderson and operates with a team of professionals serving the local market. A recent development noted is the firm’s use of Cetera Wealth Services and Cetera Investment Advisers for securities and advisory services, indicating a structured partnership model to support its integrated service approach.

Section iconCompany Overview

Phone number
Website
corefr.com
SIC Code
6282 - Investment Advice
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2003
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Core Financial Resources's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Core Financial Resources's revenue is estimated to be in the range of $10M - $25M

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