Core Financial Resources
Core Financial Resources

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Privacy Policy

Core Financial Resources understands how important your privacy is to you and we want to ensure that you are comfortable and understand that we take pride in protecting your privacy. This document will explain to you exactly what information we collect when you visit our site and when you place an inquiry on our site. It also explains how we use that information and how you can change how we use it.

Information we collect

  1. Personal Information – If you place an inquiry at www.corefr.com we may collect certain personal information from you including your name, address, telephone number, email address. This information is considered personally identifiable. This information is protected by the use secure web server and is protected by other internal systems that we have in effect
  2. Non-Personal Information – Like most other websites, www.corefr.com uses cookies to collect certain information. Cookies do not contain information that can identify you, though it may be combined with your personal information. This information will be used only in aggregate. This information allows us make your experience on our website valuable to you and to improve your overall surfing experience. We may also use the information to provide us with additional ways to market our services.

Disclosing your information

There are only extreme cases when we will disclose your personal information. They include (but are not limited to) cases where we are requested to do so by law through a governmental agency, a court order or if we believe that it is required to be in compliance with any law. We may also need to disclose this information if we believe that you may cause danger to yourself or to others.

Cookies

Earlier we mentioned the use of cookies on our website. These are small data files that contain specific information regarding your computer browser, your ISP and other non-identifying information. Cookies do not contain any personal information such as your name, your address, your email address or any other personal information that you provide to us.

Each browser that is available has options that allow you to refuse to accept cookies. The help files that are associated with your browser will provide full instructions on how to facilitate this block.

Mailing Lists

Email Lists – We set up an email list for the convenience of our visitors. This email list often provides you with advanced notification regarding new services, sales offers, and other news from Core Financial Resources. Email addresses will not be shared with anyone outside of the staff of Core Financial Resources.

If you are on the Core Financial Resources, email list and wish to be removed from it you may do so by emailing us at info@corefr.com. We will remove you as quickly as possible. We ask you to bear with us as this may require a reset of our server. You may receive one or more additional emails before you are removed from the list.

Regular Mailing List – We may also maintain postal mailing list. You may remove your name from that list by calling us at 864-224-8929 or by sending us a written request at the address on the mail. Please include your mailing label with all written requests to ensure that we can locate your information. You may receive one more mailing from us before you are removed from our mailing list.

Warnings

Please note that email is not data encrypted. Lack of data encryption means that your emails are not considered a secure means of transmitting personal information. We will never ask for sensitive personally identifiable information via email.

If you go to other websites from links on our page(s) they will have different privacy policies, and terms of service. Please understand that Core Financial Resources is not responsible for the content of any of these other sites. It is up to you as the visitor to that site to ensure that you review their terms of service as well as their privacy policies.

Changes to this policy

www.corefr.com may periodically update our privacy policy. Any changes made will be posted in this document and can be identified by the date at the end of the document. By visiting Core Financial Resources’s website you agree to accept any changes we have made to this policy. Our Privacy Policy only addresses the use and disclosure of information we collect from you on our website. Each change to this policy will be dated so you can ensure you are reading the most recent copy.

Core Financial Resources
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Anderson
1510 N Main St
Anderson, SC 29621
(864) 224-8929
Greenville
3449 Pelham Rd. Suite A
Greenville, SC 29615
(864) 626-5353
Seneca
103 Mountain View Dr
Seneca, SC 29672
(864) 882-1090

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of your financial professional on FINRA's BrokerCheck Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services℠,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Indexes discussed are unmanaged and you cannot directly invest into an index. Past performance is not a guarantee of future results.

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