This Business is not BBB Accredited
BBB Business Reviews may not be reproduced for sales or promotional purposes.
Pendleton Financial delivers innovative solutions and the latest technology to businesses through employee benefits, compensation plans, and succession planning. They also assist individuals in comprehensive retirement and estate planning.
Pendleton Financial is not BBB Accredited.
Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.
To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised Pendleton Financial's rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Advertising / Sales Issues||0|
|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
|Total Closed Complaints||0|
Licensing, Bonding or Registration
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:North Carolina Department of Insurance
1201 Mail Service Center
Type of Entity
Incorporated: October 2003, NC
Contact InformationPrincipal: Mr. Gary H. Pendleton (President)Customer Contact: Ms. Trisha Vogt (COO)Ms. Gerrie Jeffries Ms. Carol Leese (Vice President)Mr. Gray Pendleton Ms. Kathy Peters Ms. Sue Wadkinson (Vice President)
Number of Employees
Estate Planning Management Companies, Financial Services, Financial Consultants, Insurance Agency, Retirement Planners, Investment Security Companies, Finance Consultants, Insurance Companies, Financial Advisors
Products & Services
Alternate Business NamesPendleton Financial Consulting, Inc., Preferred Planning & Insurance
Industry TipsAutomobile Insurance
BBBTips on Putting Together a Budget
BBBTips on Saving and Investing
Investor Alert! Beware of Companies Offering Quick Riches Selling Precious Metals and Other Commodities
BBB Warns College-Bound Students and Parents to Beware of Financial Aid Schemes
Faith-Based Investment Scams on the Rise
Financial Aid for College
Fraudulent Health Insurance a Growing Problem
High Cost Payday Lenders Advertise Everywhere
Investors Warned Not to Risk Homes to Buy Securities
Is your Living Trust Salesperson Trust-worthy?
Looking for Sound Financial Advice for Your Business?
Phony Grant Foundations Target Business Owners
Responsibilities of Being an Executor
Selecting a Financial Planner
Steps to Starting Your Own Business
Travel Insurance - Is it Necessary?
When Investing Protect Your Money: Check out Brokers and Advisers
Will Your Auto Insurance Weather the Storm?
You Need to Hold an Estate Sale... Where to Begin?
Your Rights as a Financial Planning Client