Investment account access
NEW Secure file and message portal for tax services
Accounting platform superior to Quickbooks
Payroll, timekeeping, benefits, and more
401(k), Solo 401(k)
Accounting automation (bill pay plus expense & reimbursement management)
Secure file and message portal for tax services
Core Financial Resources understands how important your privacy is to you and we want to ensure that you are comfortable and understand that we take pride in protecting your privacy. This document will explain to you exactly what information we collect when you visit our site and when you place an inquiry on our site. It also explains how we use that information and how you can change how we use it.
There are only extreme cases when we will disclose your personal information. They include (but are not limited to) cases where we are requested to do so by law through a governmental agency, a court order or if we believe that it is required to be in compliance with any law. We may also need to disclose this information if we believe that you may cause danger to yourself or to others.
Each browser that is available has options that allow you to refuse to accept cookies. The help files that are associated with your browser will provide full instructions on how to facilitate this block.
Email Lists – We set up an email list for the convenience of our visitors. This email list often provides you with advanced notification regarding new services, sales offers, and other news from Core Financial Resources. Email addresses will not be shared with anyone outside of the staff of Core Financial Resources.
If you are on the Core Financial Resources, email list and wish to be removed from it you may do so by emailing us at firstname.lastname@example.org. We will remove you as quickly as possible. We ask you to bear with us as this may require a reset of our server. You may receive one or more additional emails before you are removed from the list.
Regular Mailing List – We may also maintain postal mailing list. You may remove your name from that list by calling us at 864-224-8929 or by sending us a written request at the address on the mail. Please include your mailing label with all written requests to ensure that we can locate your information. You may receive one more mailing from us before you are removed from our mailing list.
Please note that email is not data encrypted. Lack of data encryption means that your emails are not considered a secure means of transmitting personal information. We will never ask for sensitive personally identifiable information via email.
If you go to other websites from links on our page(s) they will have different privacy policies, and terms of service. Please understand that Core Financial Resources is not responsible for the content of any of these other sites. It is up to you as the visitor to that site to ensure that you review their terms of service as well as their privacy policies.
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
Links provided from this web-site are strictly for informational purposes and are not an endorsement or recommendation of the site, company, content, or its sponsoring organization by Avantax or its affiliates. Firm Name 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.
Avantax Investment Services℠ and Avantax Advisory Services℠ are not affiliated with Wymer Brownlee Wealth Strategies.
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