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Pendleton Financial

Retirement specialists helping retirement plans, retirees, pre-retirees, and business owners achieve financial success.

Founded 1976 United States Raleigh, United States 8 employees Finance, Financial Services +1

General Information

Company Name Pendleton Financial
Founded Year 1976
Location United States Raleigh, United States +1
Employees 8
Industries Finance, Financial Services, Wealth Management
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About Pendleton Financial

Pendleton Financial is a retirement specialist company that prides itself on helping retirement plans, retirees, pre-retirees, and business owners achieve financial success. The company, founded in 1976, values prioritizing the goals and objectives of its clients by implementing smart, long-term investment strategies within a comprehensive financial planning process. As fiduciaries, they are devoted to putting the interests of their clients above their own, ensuring transparency in any potential conflicts of interest. Pendleton Financial distinguishes itself by earning income through a straightforward cost structure of primarily fee-based asset management, aligning their interests with those of their clients. The company's commitment to serving its clients' financial needs has garnered trust over the decades, and they aim to provide financial support across generations. With a focus on finance, financial services, and wealth management, Pendleton Financial operates as an SEC Registered Investment Advisory Firm and serves as a fiduciary to its advisory clients.

Taxonomy: Retirement Planning, Wealth Management, Financial Planning, Investment Advisory, Fiduciary Services, Estate Planning, 401k Management, Business Succession Planning, Life & Disability Insurance, Financial Advisory, Retirement Plans, Pre-retiree Services, Business Owner Services, Comprehensive Financial Planning

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FAQ About Pendleton Financial

Retirement specialists helping retirement plans, retirees, pre-retirees, and business owners achieve financial success.
Pendleton Financial was founded in 1976.
Pendleton Financial is headquartered in Raleigh, United States.
Pendleton Financial operates in the following industries: Finance, Financial Services, Wealth Management.
Pendleton Financial has approximately 8 employees.
Top alternatives and competitors to Pendleton Financial include Maestro Wealth Advisors, Paradigm Wealth Management, Trusted Advisors Group, MATTHEW JAMES Tax & Wealth Management, Palm Capital Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Pendleton Financial and Maestro Wealth Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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