Core Financial Resources

Accounting for Legal Practices · South Carolina, United States · 11-50 Employees

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Overview

Headquarters

1510 N Main St, Anderson, South Carolina...

Phone Number

(864) 224-8929

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Core Financial Resources

Core Financial Resources specializes in tax strategy and wealth management, offering services such as accounting, tax preparation, financial planning, and payroll for business owners, families, and retirees. The company aims to simplify financial responsibilities and optimize clients' financial situations by providing proactive, objective advice tailored to individual needs. With a focus on combining tax strategy with financial planning, they help clients make informed decisions to grow and retain their wealth. Core Financial Resources prides itself on a personal, one-on-one approach, ensuring that clients receive comprehensive support from a dedicated team of experts.Explore more
Core Financial Resources's Social MediaPopular SearchesCore Financial ResourcesCore Financial Resources LLCHD Vest Insurance Agency LLCFinancial ResourcesCore FinancialSIC Code 87,872NAICS Code 54,541Show more

Core Financial Resources Org Chart

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Trisha Tetzlaff, President & Financial Advisor at Core Financial Resources
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Core Financial Resources

<$5M
11-50
Private
-
2003
Trisha Tetzlaff, President & Financial Advisor at Core Financial Resources
Trisha TetzlaffPresident & Financial Advisor
<$5M
11-50
Private
-
2008
CR
Casey RonquilleMarketing Assistant & Director
<$5M
1-10
Private
-
2019
DW
Debra WardOffice Incharge
<$5M
1-10
Private
-
1983
YB
Yvette BrownPayroll Clerk
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2010
MB
Missy BurdickAccounting Assistant
<$5M
1-10
Private
<$5M
2012
CJ
Chirag JindalSenior Associate
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Core Financial Resources is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Core Financial Resources is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Core Financial Resources.

Core Financial Resources Tech Stack

A closer look at the technologies used by Core Financial Resources

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Core Financial Resources

What is Core Financial Resources's official website?
Core Financial Resources's official website is www.corefr.com
What is Core Financial Resources's Revenue?
Core Financial Resources's revenue is <$5 Million
What is Core Financial Resources's SIC code?
Core Financial Resources's SIC: 87,872
What is Core Financial Resources's NAICS code?
Core Financial Resources's NAICS: 54,541
How many employees does Core Financial Resources have?
Core Financial Resources has 11-50 employees
What industry does Core Financial Resources belong to?
Core Financial Resources is in the industry of: Accounting for Legal Practices, Business Services
What is Core Financial Resources competition?
Core Financial Resources top competitors include: Burdick Tax & Accounting, Accounting Services Unlimited, Sanjay Gupta & Associates, Philippe
What technology does Core Financial Resources use?
Some of the popular technologies that Core Financial Resources uses are: AppRiver, Microsoft 365, Xero, Google Tag Manager
How do I contact Core Financial Resources?
Core Financial Resources contact info: Phone number: (864) 224-8929 Website: www.corefr.com
What does Core Financial Resources do?

Core Financial Resources specializes in tax strategy and wealth management, offering services such as accounting, tax preparation, financial planning, and payroll for business owners, families, and retirees. The company aims to simplify financial responsibilities and optimize clients' financial situations by providing proactive, objective advice ta... ilored to individual needs. With a focus on combining tax strategy with financial planning, they help clients make informed decisions to grow and retain their wealth. Core Financial Resources prides itself on a personal, one-on-one approach, ensuring that clients receive comprehensive support from a dedicated team of experts.Read More

What are Core Financial Resources social media links?
Core Financial Resources Linkedin page Core Financial Resources Twitter page Core Financial Resources Facebook page
Is Core Financial Resources a public company?
Core Financial Resources is private company therefore does not currently have an official ticker symbol
See more information about Core Financial Resources

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