Core Financial Resources
Core Financial Resources

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You deserve financial guidance you can trust

Choosing an advisor is a big step — and it's normal to feel cautious. You might be wondering, “Will my information stay private?” or “Will this person truly act in my best interest?” We get it. That's why from the very first conversation, we focus on protecting your privacy, earning your trust, and making sure you never feel in the dark.

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What Clients Say

Real stories, real feedback — here’s what clients have shared about their experience working with us. No paid actors.

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Public Feedback

More than 60 clients have left public reviews — no filters, just honest impressions you can read anytime.

Google Reviews - Anderson

4.9 (55+ reviews)

Google Reviews - Greenville

5.0 (5+ reviews)

Verified Credentials

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Privacy Matters

Your privacy matters. We follow strict confidentiality practices and offer an NDA upon request.

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FINRA Broker Check Verify the registration, background, and disciplinary history of financial professionals with the Financial Industry Regulatory Authority (FINRA). Lookup Scott Patterson Founder
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CERTIFIED FINANCIAL PLANNER™ professionals are well known as financial planning experts who meet rigorous education, experience, and ethical standards.

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Certified Public Accountant (CPA)

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Enrolled Agent (EA)

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We're proud to have been trusted by the Ramsey organization as tax professionals for nearly two decades. Earning this designation requires passing a rigorous vetting process and maintaining high standards through ongoing multi-point evaluations.

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What Our Clients Say

Before Core Financial

We did not have the experience or knowledge on how to effectively plan the business finances with regards to accounting and tax planning. While we certainly had general knowledge, we did not know the specifics nor the tax code properly to make informed decisions. This made me feel unprepared. Unprepared. We were able to handle forecasts and budgets, but were nervous about how to properly handle tax planning, investments, and longer team strategies for the business.

Core Financial's Approach

Scott and team provided value right from the start. They asked great questions, listened well, and helped guide us through the process to make the best decisions for our business. Moreover, they provided a roadmap with specific tasks throughout each quarter to execute the plan. We meet with Scott every quarter and adjust forecasts and plans accordingly. At the end of the year, everything was spot on. I cannot overstate just how valuable Scott and his team are with their knowledge and practical guidance!

Core Financial is different

I was happily surprised at the level of service Core Financial provides. We have worked with other advisors in the past, but Core truly invested in our business and us personally. Their level of expertise and care is unmatched!

Our transformation

We have great confidence now in our finances and tax planning, knowing that the plan is solid and we have a great team to assist us along the way.

small image of Paul Hawkins
Paul Hawkins
CFO & CTO, ARSidekicks
This unpaid client testimonial may not reflect the experience of other customers and does not guarantee future success or performance.

Core Financial is different

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Tim Joiner
Managing Partner & Lead Growth Consultant, Crescita Strategy Group
This unpaid client testimonial may not reflect the experience of other customers and does not guarantee future success or performance.

Before Core Financial

Before working with Core Financial Resources, I was struggling as a small business owner to find financial services that could assist with financial planning, company payroll, and the intricacies associated with IRS requirements. It was a stressful experience trying to balance the needs of a growing company while worrying about filing deadlines, taxes, and required reporting.

Core Financial's Approach

Their team met with me and listened to my concerns, answered my questions, and laid out several options for consideration. I heard many thoughtful observations and educated recommendations that would ultimately relieve my stress.

Core Financial is different

I was pleasantly surprised by the overlapping services. Core Financial manages our personal finances/portfolio, my small business income/payroll, and all of our taxes.

My Transformation

I have complete trust in Core Financial Resources to manage all aspects of my business and personal wealth. I no longer sit for hours trying to figure out investments, gains/losses, and IRS documents.

small image of Glenda Jones
Glenda Jones
CEO, Red Educational Consulting
This unpaid client testimonial may not reflect the experience of other customers and does not guarantee future success or performance.

Before Core Financial

Before working with Core Financial Resources, I was not able to keep up with the accounting demands on a day to day basis. I felt incompetent, inefficient and lost.

Core Financial's Approach

After working with their team, I realized they are caring, knowledgeable and very efficient. They took the time to analyze my situation, solve the problems and explain an efficient plan.

Core Financial is different

Core Financial took the time to implement every phase. And they got it done. I was only hoping to get my accounting in order... but now I have significantly less work to do! Thanks to the Core Financial team, things are running efficiently with added software and automation.

My Transformation

I now have time to work on my business and do the things that I love doing , knowing that the accounting is in good hands and running smoothly.



Core Financial Resources
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Anderson
1510 N Main St
Anderson, SC 29621
(864) 224-8929
Greenville
3449 Pelham Rd. Suite A
Greenville, SC 29615
(864) 626-5353
Seneca
103 Mountain View Dr
Seneca, SC 29672
(864) 882-1090

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of your financial professional on FINRA's BrokerCheck Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services℠,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Indexes discussed are unmanaged and you cannot directly invest into an index. Past performance is not a guarantee of future results.

Neither diversification nor asset allocation assure or guarantee better performance and cannot eliminate the risk of investment losses.  Investments are subject to market risks including the potential loss of principal invested.  The strategies mentioned may not be appropriate for all investors.  Please consult your tax and or financial advisor(s) to determine a strategy that works best for you.

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