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Core Financial Resources
103 Mountain View Drive, Seneca, South Carolina, United States
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About the Core Financial Resources
Core Financial Resources is a premier accounting and finance institution located at 103 Mountain View Drive in Seneca, South Carolina, United States. Our team of experienced professionals is dedicated to providing personalized, one-on-one financial services to help you achieve your goals. We offer a secure file and message portal for tax services, as well as a range of creative tax strategies for business owners and individual investors.
At Core Financial Resources, we understand the importance of having a comprehensive tax strategy in place to maximize your financial success. Our team of experts can help you navigate the complex world of taxes and investments, coordinating your tax strategy and investment strategy under one roof with one advisor. We offer proactive, objective advice that puts your interests first, helping you make better decisions with financial reports and advice that provide valuable insights.
With our technology, automation, and concierge-level customer service, we aim to simplify and optimize your entire financial situation. Whether you're a business owner or an individual investor, we can help you win the tax game and become financially independent. Our goal is to help you prioritize and persevere in managing your finances, keeping a clear head and anticipating life's curve balls.
If you're looking for a true fiduciary who will put your interests first and provide actionable advice, look no further than Core Financial Resources. Contact us today to schedule a consultation and see if we're the right fit for you. Invest confidently, pay less tax, and work towards financial independence with our expert team by your side.
Photos of Core Financial Resources
103 Mountain View Dr, Seneca, SC 29672, United States
Opening hours of Core Financial Resources
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Core Financial Resources
"We were looking for a place that was local to us to complete our taxes so we would not have to travel to Greenville several times in March and April as we had done for 5 years since moving to Seneca. We had no clue where to start or who to go to because we had always gone with the same person in Greenville. My husband took a chance on Core Financial, as he noticed it as he passed it daily going to work. We are glad he did! We ended up knowing the folks there and we knew of their integrity. We knew they were people of faith. They were great to work with and completed our tax forms quickly and efficiently! They are now our go-to financial folks in Seneca!"
"My Mom came here to have her taxes filed and was treated like trash. My mom is the kindest person you could meet. Absolutely no excuse for Dave's behavior. Completely reprehensible and deplorable. Do not bring your taxes here unless you enjoy mistreatment. This guy does not care about his customers at all."
"I went to Core FR in Seneca, SC solely because they were recommended by Dave Ramsey. Dave Patterson assisted me in the office and was okay there. After I arrived home, I had my son (who is college educated in area of business) take a look at Dave's work. He pointed out two areas that he thought Dave may have overlooked. So, I sent Dave an email asking for clarification on these two areas of concern. Apparently, Dave does not like to be questioned....at all. His response was extremely rude and demeaning. He basically told me that he had spent more than enough time on me already and that I/we should just leave tax prep to "the professionals." I work in the professional world with executives every day, and I can tell you that I would NEVER dream of treating one of my (paying) clients like this. A simple, kind/courteous answer was all that was needed. I ended up taking my taxes to another tax prep office to have Dave's work checked. The gentleman at the new office was both kind and courteous, and agreed to look over Dave's work at no charge. Needless to say, the new guy will have my business from now on"
"For seven years now, I have been extremely pleased with the service my family and I have received at Core Financial Resources. Starting with my families' personal return, we now utilize Dave, Scott and The Core Team for personal investments and business returns. My wife and I enjoy the inviting atmosphere and feel at ease and at home when we go in for any sort of meeting. The staff is most accommodating. From the very first transaction I have felt the service was quick and reliable, just as promised. With so many options available with regard to tax planning, tax prep, tax representation, bookkeeping, payroll and investments... It is rare to find all these services under one umbrella. I highly recommend Core Financial Resources to anyone searching for any of the above mentioned services."
"We chose to get our 2016 taxes done at Jackson Hewitt in Easley, SC (operated by Core Financial Resources) at the end of March because of a recent move/multi-state filing and wanted professional tax help. On June 19, 2017 we got a letter from the state saying there was a problem and that we owed over $500 in taxes (which was collected per W-2). I called the phone number on the front of our tax packet which connected us to a Core Financial Resources office in Anderson, SC. I spoke with Bridgett Bennett. She told me to go ahead and email a copy of the letter for her to look over and then she would make an appointment to help us. I emailed the letter to her. The next day, I emailed her asking if she got the letter. She said yes and promised she would call me “tomorrow”. The next day I called her after not hearing from her. She said she would call me the next day. We waited a week and never got a call. Not knowing what else to do, I called the national Jackson Hewitt number. They opened a case for me and promised someone would contact me within 24-48 hours. The following day, Dave Patterson of Core Financial Resources (Partner) in Seneca, SC called me. He insisted I drive nearly an hour to drop off my letter because he doesn’t have email. I then asked if we could make an appointment with someone specific since we were driving so far and he said no one could research our problem while we waited. I explained my issue with Bridgett blowing me off for a week already since he said both locations were connected. He didn’t care. He didn’t even sound like he wanted to help us, more like he was forced to help due to my call to the national line. We drove 50 minutes to see Dave today (6/26/17). Our expectation was we would sit down, look at the letter from the state, Dave would call the phone number on the letter to see what they are looking for and then fax the required paperwork to the state to resolve our issue (which has been our experience in the past with other tax preparers). Instead, he said we needed to call and mail in any required paperwork and figure it out on our own. We said we thought by paying to have Jackson Hewitt prepare our taxes that also meant we would get representation from them, if there were any problems. Dave said our issue wasn’t a “preparer issue” so he didn’t have to help us. He was smiling the entire time that he was being rude to us and offered zero customer service. We were clearly upset and stated that we would likely not use Jackson Hewitt again. Dave said “good, I’ve already removed you from our system”. Obviously, no effort was made at all to fix this situation or to retain us as future Jackson Hewitt customers."
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