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      Pendleton Financial

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      Employee Benefit Consulting Services, Employee Benefits Insurance, Financial Planning Consultants

      2607 Oberlin Road, Raleigh, NC 27608

      919-781-4167

      CLOSED NOW: 
      Today: 8:00 am - 5:00 pm
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      REVIEWS write reviewWrite a Review

      REVIEW SUMMARY

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      5
      2 Reviews
      Rate this business!
      First-classBetter than mostAbout what I expectedNot the worst...Disappointing
      R
      Ronda J.

      09/21/21

      review count1photo count0

      There are not enough wonderful things to say about Gray Pendleton and the business itself.

      Gary Pendleton handled my Mom's IRA for many years and she trusted him completely. When I lost my job, I put my trust in them as well. Gray has invested my retirement funds well, and continues to handle my finances over and above my expectations. He contacts me quarterly to recap past and future needs, asks about the welfare of my family and always makes me feel like his most important client.

      I value this service and would not consider other options. You should too. You won't regret it.

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      lbunn

      05/16/07

      review count1photo count0
      Notably good service experience

      Extremely knowledgable, outstanding customer service

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      DETAILS

      Retirement | Employee Benefits | Insurance

      General Info
      Pendleton Financial has been helping individuals and businesses in the region since 1976 on their employee benefits and retirement planning needs. We go beyond traditional brokers and planners to offer fully integrated solutions that are easy to understand and simple to execute.
      Extra Phones

      TollFree: 866-211-8150

      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Employee Benefit Consulting Services, Employee Benefits Insurance, Financial Planning Consultants, Financing Consultants, Life Insurance
      Services/Products
      Employee Benefits, Health Insurance, Retirement Plans, Estate Planning, Life Insurance, Financial Planning.
      Brands
      All Major Insurance Companies, Highly Rated Investment Cos
      Neighborhood
      University
      Associations
      Greater Raleigh Chamber of Commerce, National Association of Independent Financial Advisors, Better Business Bureau
      Other Link

      Retirement

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.