Dave Patterson

Partner at Core Financial Resources - Anderson, SC, US

Dave Patterson's Colleagues at Core Financial Resources
Scott Patterson

Partner, Enrolled Agent, Certified Financial Planner™

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Chris Pruitt

Enrolled Agent & Financial Strategist

Contact Chris Pruitt

Debbie Ducharme

payroll coordinator and tax professional

Contact Debbie Ducharme

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Dave Patterson's Contact Details
HQ
972-870-6000
Location
Seneca, South Carolina
Company
Core Financial Resources
Dave Patterson's Company Details
Core Financial Resources logo, Core Financial Resources contact details

Core Financial Resources

Anderson, SC, US • 20 - 49 Employees
Financial Services

A unique company providing complete accounting and tax as well as a CERTIFIED FINANCIAL PLANNER™. We will act as your Personal CFO (Chief Financial Officer) and make sure you're planning is SOLID. By combining experts in tax, retirement planning, and insurance we'll ensure that mistakes aren't made and opportunities missed because your advisers simply aren't communicating.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment Advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax affiliated insurance agency.

Financial Services Tax Preparation Payroll Bookkeeping Estate Planning Insurance Wealth Management IRS Representation Tax Controversy Enrolled Agent Business Taxes Tax Planning Quickbooks Retirement Planning Accounting Auditing and Bookkeeping Accounting
Details about Core Financial Resources
Frequently Asked Questions about Dave Patterson
Dave Patterson currently works for Core Financial Resources.
Dave Patterson's role at Core Financial Resources is Partner.
Dave Patterson's email address is ***@corefr.com. To view Dave Patterson's full email address, please signup to ConnectPlex.
Dave Patterson works in the Financial Services industry.
Dave Patterson's colleagues at Core Financial Resources are Scott Patterson, Chris Pruitt, Bridgett Bennett, Dave Patterson, Jacob Miller, Debbie Ducharme, Alysha Evans and others.
Dave Patterson's phone number is 972-870-6000
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