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September 2024 by ethel Farrell
Gray, Diane and Brenda have always been friendly, honest, and great problem solvers for our family financial concerns. We have been with them for many years and would recommend them highly!!
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September 2024 by Owen Jones
It was a wonderful experience for our family. We had a great time and are so fortunate to be a part of the Pendleton Financial Family.
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September 2024 by Kathryn Tesh
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.
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September 2024 by Kim Wood
Pendleton treats you like family. Genuinely trustworthy extremely capable staff.
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March 2024 by Denis Holliday
Everybody needs a Gary Pendleton. Wouldn't change a thing.
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November 2023 by Jason Bryan
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!
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November 2023 by Jeff Wiggs
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 by Anthony Colavito
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.
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February 2023 by Catherine Mears
Gray is amazing! Super smart financial advisor who is willing to work with you and share his expertise on your particular situation. Working with him and his team is very easy - they have done a great job ensuring you can send financial documents over securely, as well as easily schedule time to review your retirement strategy with him. I would 100% recommend him again to anyone looking for help reviewing their investments and planning for retirement.
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September 2021 by Ronda J.
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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September 2019 by G B
Great service and wonderful support from talented and knowledgeable people.
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September 2019 by Owen Hayden
Gray and Gary provide outstanding professional advice and best financial practices not only for myself and my friends but also for my clients and business contacts.
What once started many years ago as a professional business relationship has now turned Pendleton Financial into trusted friends and advisors.
I highly recommend PF for all your personal and professional financial wellness needs!
Owen Hayden
Sales Manager
ADP
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September 2019 by Laura
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.
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September 2019 by J K
They have regularly provided invaluable financial planning advice and perspective personalized for me and my family
