Pendleton Financial

Name: Pendleton Financial
Address: 2607 Oberlin Road, Raleigh, NC, 27608, US
Telephone: (919) 781-4167
Price range: $$$
Rating: 5

Personalized financial planning for a secure and balanced future.

5(5 reviews)

financial-advising

$$$

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About

Pendleton Financial is a family-run firm in Raleigh offering comprehensive financial planning and investment management services. Led by Gray Pendleton, the team provides honest, low-pressure guidance tailored to individual and family goals, including retirement planning, life insurance, college savings, and trust management. With a focus on clear communication and actionable strategies, they help clients ease financial anxiety and build a secure future.

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Location

2607 Oberlin Rd, Raleigh, NC 27608, USA

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Information

2607 Oberlin Road

Raleigh, NC, 27608

(919) 781-4167 www.pendletonfinancial.com/

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Services

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.

5.00 · 5 reviews

Overall rating

Jean Hobbs

via Google

· 1 year ago

Gray Pendleton at Pendleton Financial was absolutely fantastic in helping ease my anxiety around retirement planning. He provided clear, practical tools I can start using now to maximize my savings for the future. I truly appreciated his thoughtful, low-pressure approach—he’s definitely not one of those fast-talking financial advisors. Our complimentary call even ran over the scheduled time, yet he never seemed rushed. Gray took the time to answer all my questions thoroughly and walked me through realistic, personalized solutions. He then followed up with a detailed email summarizing everything we discussed, which was incredibly helpful. I highly recommend him to anyone looking for honest, knowledgeable guidance with their financial planning.

Kathryn Tesh

via Google

· 2 years ago

Seeing familiar faces (and their families) in new and exciting surroundings certainly gets us out of our ruts of daily ritual. Thank you, Pendleton, for the wonderful day.

Jason Bryan

via Google

· 2 years ago

The financial guidance and care I receive from Pendleton Financial goes above and beyond. It is not simply investment management services like many big name firms. Gray and his team work hard to provide a tailored plan that is specific to my family's goals and needs, and covers a variety of strategies and considerations that impact our financial health and well-being. I am so thankful to have found a local family-run firm that has helped to take some of the worry of financial planning off of my plate, and given me actionable steps to follow to shore up our financial future. Thank you Pendleton Financial!

Anthony Colavito

via Google

· 3 years ago

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.

Laura

via Google

· 7 years ago

Gray and his team have helped our family on a variety of complex issues. He has helped establish a trust along with our CPA and attorney. Along with coordinating the setup, he has managed the investments of the trust and grown the money over time. He continues to help our family in a variety of different ways. His new seminar series for clients and proactive communication have been great.