Pendleton Financial
Insurance,
Investing,
Financial Advising
Hours:
2607 Oberlin Rd, Raleigh NC 27608
Hours
Most Recent Comments
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November 2023
Absolute pleasure to work with Gray, Diane, and Brenda. Super helpful and always seeking to help you understand your finances and what’s going to work best, long-term. Highly recommended!
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August 2023
Would recommend. Gray provided me with peace of mind that my wife and I are planning appropriately for life insurance, college savings for our 3 kids, and retirement. His financial planning advice has put us on a more balanced path. Gray is a great listener and I feel I can trust him with my future financial needs.
More Comments(5)
From Pendleton Financial
At Pendleton Financial, your goals and objectives come first. We are a fiduciary fee-based investment firm specializing by working with retirees, those close to retirement, business owners and their families.
We build a holistic, comprehensive financial and investment plan to guide as a blueprint in obtaining your goals. Consistent monitoring allows us to make changes to your plan to ensure success.
Our purpose is to Educate & Empower Clients to Realize their Dreams through Constant Improvement of Proactive Planning & Investment Strategies.
We are best suited for those with $500,000 or more to invest and are only paid for investments through fees, not commissions. We look forward to working with you!
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