PENDLETON FINANCIAL CONSULTING, INC.
2601 Oberlin Road
PENDLETON FINANCIAL CONSULTING, INC., Raleigh
FINANCIAL CONSULTING FOR BUSINESSES AND INDIVIDUALS. OUR MISSION STATEMENT: To get to know our clients and their families intimately in their financial affairs and treat all information in a confidential manner. Recommend estate, financial and retirement strategies that are tailored to each client's specific needs and goals. To meet annually with each client to review their goals and initiate any necessary revisions. Always put our client's interests first and treat them as we would want to be treated ourselves.
To stay in contact with each client during the year by sending them our financial planning newsletter. To build lifetime relationships, based on friendship as well as business. When all the above is done, we have earned the right to referrals from our clients to their friends, family and business associates.
Investment Advisory Services