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Pendleton Financial
Personalized financial planning for your family's future, with a thoughtful, low-pressure approach.
5(5 reviews)
$$$
Business
financial-advising
business-consultants
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About Pendleton Financial
Pendleton Financial is a family-run firm in Raleigh, NC, offering comprehensive financial planning and investment management services. Led by Gray Pendleton, we specialize in retirement planning, life insurance, college savings, trust establishment, and tailored strategies to meet your family's unique goals. Our team provides honest, knowledgeable guidance with a focus on reducing anxiety and delivering actionable steps for long-term financial health. We pride ourselves on our personalized, client-centered approach, ensuring you feel supported and confident in your financial future.
Business Info
Location
2607 Oberlin Rd, Raleigh, NC 27608, USA
Services Offered
Retirement Planning
Personalized strategies to maximize savings and secure your retirement with clear, practical tools.
Investment Management
Tailored investment services for trusts and portfolios to grow your wealth over time.
Life Insurance Planning
Guidance on life insurance options to ensure financial protection for your family.
College Savings Strategies
Custom plans for saving for education, helping families prepare for future expenses.
Trust Establishment and Coordination
Assistance in setting up trusts in collaboration with CPAs and attorneys, including ongoing management.
Financial Health Seminars
Proactive educational sessions for clients on various financial topics and strategies.