So glad about my decision to work with the Financial Consultants Group. Although I come from a…read morestrong business background, I really did not have a full and proper understanding of my current and future financial needs after a complex divorce. David and Sandee were able to walk me through a structured and simple process to better evaluate my current and future cash needs while adding constructive advice to improve my current position. They also provided me with some solid tax advice and also gave me several helpful ideas to assist with my new small business. Very pleased to recommend them highly.

From the owner: What does Financial Consultants Group Do? We partner with businesses, families, and individuals who…read moreneed someone to take an educated, professional, and compassionate approach to any of their financial obstacles or opportunities. We commit to being available to help you make informed decisions about all things that affect your financial present and future. We're your point of contact to guide you in the right direction from concept to implementation.

For seven years now, I have been extremely pleased with the service my family and I have received…read moreat 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…read moreResources) 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.

Incredibly knowledgeable. Makes you feel valued. Has a great process that made us feel confident…read moreabout retirement. I highly recommend him.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

The gentleman who signed me up with Hoffman sure liked to talk about himself! You will have to…read morelisten to him brag about himself and how he played football in college. And evidentially he's on some radio station representing Hoffman. Unfortunately, when I changed investment companies, he would not replay to my email. I had extremely difficulty getting the info I needed to file my taxes. After several attempts, I finally lucked out and spoke with a young man in their Alpharetta offices. It left me with the feeling that once you transfer to another investment firm, it's difficult to get the information you need. I am so pleased with my new firm.

They will put a large portion of your money in annuities that under perform the market. Find…read moreanother group like Fidelity. If someone is good in their business they don't have to constantly try to get more business. Referrals are the best advertisement for any company. I wouldn't refer them to anyone. They used to do free dinners as marketing, now TV seems to be their drive for new business. Biggest financial mistake we've ever made.