Core Financial Resources Employee Directory

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

Find Core Financial Resources employees' phone numbers or email addresses

Core Financial Resources Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Core Financial Resources's Leadership

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    S. P.
    Ceo, Accounting Manager, Financial Advisor
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    D. P.
    Managing Partner
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    S. P. E. C.
    Partner
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    E. M.
    Director Of First Impressions
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    B. B. E.
    Office Manager
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    B. B.
    Office Manager
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    B. B.
    Office Manager
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  • Stylized image of a person
    D. D. E.
    Senior Tax Accountant
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Contact profiles from Core Financial Resources

Name
Title
Contact Info
Location
Last Update
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    D. P.
    Managing Partner
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    United StatesSouth Carolina
    Sep 12, 2024
  • Stylized image of a person
    S. P. E. C.
    Partner
    Phone icon
    Apr 28, 2025
  • Stylized image of a person
    E. M.
    Director Of First Impressions
    Phone icon
    United StatesSouth Carolina
    Sep 12, 2024
  • Stylized image of a person
    B. B. E.
    Office Manager
    Phone icon
    United StatesSouth Carolina
    Oct 24, 2025
  • Stylized image of a person
    B. B.
    Office Manager
    Phone icon
    United StatesSouth Carolina
    Aug 12, 2025
  • Stylized image of a person
    B. B.
    Office Manager
    Phone icon
    United StatesSouth Carolina
    Apr 28, 2025
  • Stylized image of a person
    D. D. E.
    Senior Tax Accountant
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    United StatesSouth Carolina
    Aug 02, 2025
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    K. B.
    Wealth Management Coordinator
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    United StatesSouth Carolina
    Aug 09, 2025
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    J. L.
    Payroll Specialist
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    United StatesSouth Carolina
    Oct 23, 2025
  • Stylized image of a person
    D. N.
    Tax Accountant
    Phone icon
    United StatesSouth Carolina
    Oct 21, 2024

Frequently Asked Questions

What is Core Financial Resources known for?

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Core Financial Resources was founded in 2003 operates in the Accounting industry. The company's main headquarters is located in 1510 N Main St, Anderson, SC 29621, US; you can contact the main corporate office by phone at . Explore Core Financial Resources's company overview page for more information.

What is Core Financial Resources's most common email format?

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Core Financial Resources employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Core Financial Resources email formats with LeadIQ.

How many employees does Core Financial Resources have currently?

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Core Financial Resources has approximately 17 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Core Financial Resources's key employees and leadership?

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As of October 2025, Core Financial Resources's key employees include:

  • Ceo, Accounting Manager, Financial Advisor: S. P.
  • Managing Partner: D. P.
  • Partner: S. P. E. C.
  • Director Of First Impressions: E. M.
  • Office Manager: B. B. E.

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