We provide plans, not just products,
that grow, protect and manage your wealth.

Pendray Financial is a specialized boutique practice composed of financial advisors with over 100 years combined experience.

At Pendray Financial, we provide comprehensive planning, not just products, in our ongoing mission to protect, plan, and prosper your assets.

Proud Partners

PENDRAY FINANCIAL

Protecting and Managing Wealth

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

ABOUT OUR FIRM

Helping People Pursue their Financial Goals

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them through sound financial information.

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Pendray Financial will work with you to build and manage a portfolio of stocks, bonds and other investments based on your unique goals.

  • Learn how much you need to retire comfortably, and how to prepare for the "unexpected." Plan for everything from living expenses, to healthcare, to planning that trip you've always wanted to take.

  • As you get older and build more assets, it is normal to start thinking about what will happen to your estate after you pass away. You may already have very specific ideas about what you want to happen to your assets, or you may have more questions than answers. Wherever you are in the process, know that you are on the right path.

  • There are several types of annuity products available to choose from at Pendray Financial. Whether you’re looking for income options, legacy planning tools or spousal protection, we can tailor a plan to meet your specific goals.
Reviews

“Sean and his team have a keen understanding of the litigation process and work closely with us to take a customized approach to each case. He takes the time to understand each client’s needs and to help each client find a solution that works best for them.”

Eric Romano, Romano Law Group

“I applaud Sean Pendray for his adeptness in crafting personalized financial solutions that align seamlessly with our client's diverse goals and aspirations. They have demonstrated a profound understanding of the unique financial needs of The Haggard Law Firm’s clients.”

Michael Haggard, The Haggard Law Firm

“I have utilized Sean’s services many times and will continue to do so. He is responsive to my needs, compassionate with my clients, knowledgeable in many areas and provides quality services and products. I highly recommend Sean.”

Thomas E. Buser, Krupnick Law

Testimonials