Scott Patterson
Tax and Financial Advisor
- Role
- CEO, Accounting Manager, Financial Advisor at Core Financial Resources
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Scott Patterson
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org…
Experience
CEO, Accounting Manager, Financial Advisor
Jan 2004 — Present
Core Financial Resources offers a hard to find combination of tax, accounting, and financial planning (including retirement planning) advice under one roof.Our integrated approach, guided by our CERTIFIED FINANCIAL PLANNER®, helps clients coordinate their financial strategies in ways separate firms may not.
Skills
- Non-Profits
- Small Business
- Series 6
- Tax Compliance
- Wealth Management
- Payroll
- Sales Tax
- Investment Advisory
- Portfolio Management
- Insurance
- Mutual Funds
- Long Term Care
- Tax Preparation
- Series 63
- Equities
- Fixed Annuities
- Enrolled Agent
- Financial Planning
- Whole Life
- Series 65
- Fixed Income
- Tax
- Retirement Planning
- Retirement
- Investments
- Annuities
- Tax Representation
- Asset Management
- Certified Financial Planner
- Accounting
- Term Life Insurance
- Tax Controversy
- Quickbooks
- Securities
- Corporate Tax
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