Pendleton Financial

"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!"

"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!"

"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."

"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"

"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."