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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.
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)
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Scott Patterson
Founder
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Lookup Scott Patterson FounderWhat 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.
Core Financial is different
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.
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.
