Pendleton Financial

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.
Jul 27th, 2023

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.
Jan 26th, 2023

They have regularly provided invaluable financial planning advice and perspective personalized for me and my family
Jul 4th, 2019

May 31st, 2019

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.
May 10th, 2019