Core Financial Resources
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
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Verified contacts
16
available on Kipplo
LinkedIn employees
17
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
0
tools in use
Monthly traffic
42
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- BB
Bridgett Bennett
Office Manager · Operations
EmailPhone - BB
Bridgett Bennett
Office Manager · Operations
EmailPhone - DD
Debbie Ducharme
Supervisor · Finance & Accounting
EmailPhone - KB
Katie Beaver
Payroll Manager · Finance & Accounting
EmailPhone - DP
Dave Patterson
Partner · Finance & Accounting
EmailPhone - SP
Scott Patterson
CEO, Accounting Manager, Financial Advisor · General Business & Management
EmailPhone - AP
Allie Phillips
Director of First Impressions · Customer/Client Service
EmailPhone - AE
Asa Eppes
Director of First Impressions · Customer/Client Service
EmailPhone - AE
Alysha Evans
Financial Assistant · Finance & Accounting
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Core Financial Resources
12 distinct titles indexed · top 10 shown.
- 3office manager
- 2director of first impressions
- 1ceo, accounting manager, financial advisor
- 1financial assistant
- 1georgia czar
- 1partner
- 1payroll manager
- 1payroll specialist
- 1staff accountant
- 1supervisor
- +2more titles
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