Core Financial Resources Employee Directory

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.

Find Core Financial Resources employees' phone numbers or email addresses

Core Financial Resources Global Highlights

Location
Employees

North America
20

Minus sign iconPlus sign icon
  • United States Of America
    20

Core Financial Resources's Leadership

  • Stylized image of a person
    S. P.
    Ceo, Accounting Manager, Financial Advisor
    Phone icon
  • Stylized image of a person
    D. P.
    Managing Partner
    Phone icon
  • Stylized image of a person
    S. P. E. C.
    Partner
    Phone icon
  • Stylized image of a person
    B. B. E.
    Office Manager
    Phone icon
  • Stylized image of a person
    B. B.
    Office Manager
    Phone icon
  • Stylized image of a person
    B. B.
    Office Manager
    Phone icon
  • Stylized image of a person
    D. D. E.
    Senior Tax Accountant
    Phone icon
  • Stylized image of a person
    E. M.
    Wealth Management Coordinator
    Phone icon

Core Financial Resources Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Core Financial Resources

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. P.
    Managing Partner
    Phone icon
    United StatesSouth Carolina
    Jun 28, 2026
  • Stylized image of a person
    S. P. E. C.
    Partner
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    B. B. E.
    Office Manager
    Phone icon
    United StatesSouth Carolina
    Feb 19, 2026
  • Stylized image of a person
    B. B.
    Office Manager
    Phone icon
    United StatesSouth Carolina
    Apr 16, 2026
  • Stylized image of a person
    B. B.
    Office Manager
    Phone icon
    United StatesSouth Carolina
    May 31, 2026
  • Stylized image of a person
    D. D. E.
    Senior Tax Accountant
    Phone icon
    United StatesSouth Carolina
    Jul 01, 2026
  • Stylized image of a person
    E. M.
    Wealth Management Coordinator
    Phone icon
    United StatesSouth Carolina
    Jun 30, 2026
  • Stylized image of a person
    J. L.
    Payroll Specialist
    Phone icon
    United StatesSouth Carolina
    May 30, 2026
  • Stylized image of a person
    D. D.
    Payroll Coordinator Tax Professional
    Phone icon
    United StatesSouth Carolina
    Oct 23, 2024
  • Stylized image of a person
    S. P.
    Ceo, Accounting Manager, Financial Advisor
    Phone icon
    Mar 24, 2026

Frequently Asked Questions

What is Core Financial Resources known for?

Minus sign iconPlus sign icon
Core Financial Resources was founded in 2003 operates in the Accounting industry. The company's main headquarters is located in 1510 North Main Street Anderson, South Carolina 29621 United States; 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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Core Financial Resources has approximately 18 employees as of June 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of June 2026, Core Financial Resources's key employees include:

  • Ceo, Accounting Manager, Financial Advisor: S. P.
  • Managing Partner: D. P.
  • Partner: S. P. E. C.
  • Office Manager: B. B. E.
  • Office Manager: B. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.