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)

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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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CPAs are licensed by state boards of accountancy and are held to high standards in accounting, auditing, and ethical practice. This lookup confirms active licensure and disciplinary history.

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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.

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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.

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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.



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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.

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.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

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.

Distributions from traditional IRAs and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59 ½, may be subject to an additional 10% IRS tax penalty.

Converting from a traditional IRA to a Roth IRA is a taxable event.
A Roth IRA offers tax free withdrawals on taxable contributions.
To qualify for the tax-free and penalty-free withdrawal or earnings, a Roth IRA must be in place for at least five tax years, and the distribution must take place after age 59 ½ or due to death, disability, or a first-time home purchase (up to a $10,000 lifetime maximum). Depending on state law, Roth IRA distributions may be subject to state taxes

Links provided from this web-site are strictly for informational purposes and are not an endorsement or recommendation of the site, company, content. Core Financial provides these links as a convenience to you, and has not tested any software or verified any information found at such sites. Risks are associated with the use of software and the information available on the Internet and you acknowledge and understand these risks before using any of these services.

Core Financial and Scott Patterson are affiliated with RamseyTrusted for tax services only.

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