


Core Financial Resources Revenue
Accounting • Anderson, South Carolina, United States • 11-20 Employees
Core Financial Resources revenue & valuation
| Annual revenue | $5,304,562 |
| Revenue per employee | $313,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues | $17,000,000 |
| Total funding | No funding |
Key Contact at Core Financial Resources
Allie Phillips
Director Of First Impressions
Company overview
| Headquarters | 1510 N Main St, Anderson, SC 29621, US |
| Phone number | +18646265353 |
| Website | |
| NAICS | 5412 |
| SIC | 628 |
| Keywords | Tax Planning, Payroll, Financial Services, Bookkeeping, Wealth Management, Retirement Planning, Insurance, Estate Planning, Tax Preparation, Irs Representation, Tax Controversy, Business Taxes, Quickbooks, Enrolled Agent |
| Founded | 2003 |
| Employees | 11-20 |
| Socials |
Core Financial Resources Email Formats
Core Financial Resources uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@corefr.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@corefr.com | 75% |
{first name}.{last name} | john.doe@corefr.com | 25% |
About 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 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
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Core Financial Resources has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
Core Financial Resources has never raised funding before.
Core Financial Resources Tech Stack
Discover the technologies and tools that power Core Financial Resources's digital infrastructure, from frameworks to analytics platforms.
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Analytics
Frequently asked questions
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