Pendleton Financial
Investing
Why pick this one
Pendleton Financial offers fiduciary financial planning and dedicated support for retirees, ensuring clients’ interests always come first.
Best for
- retirement planning for high-net-worth clients
- long-term financial strategy for business leaders
Look elsewhere if
- short-term investment needs
- clients with less than $500,000 investable assets
Specialties
- pro-bono financial guidance
- long-term investment strategies
- comprehensive financial planning
Certifications
- CFP® CERTIFIED FINANCIAL PLANNER™
What makes them different
- fiduciary commitment to client interests
- fee-based asset management
- focus on retirees and pre-retirees
- dedicated support for diverse backgrounds
- ongoing financial advice and monitoring
Distilled from this business's own website.
Contact & Location
- Address
- 2607 Oberlin Rd, Raleigh, NC 27608-1320
- Phone
- +19197814167
- Website
- http://www.pendletonfinancial.com/
- team@pendletonfinancial.com
Services
- wealth management
- financial planning
- asset protection