About Us

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PDL Financial Services was born in 2015.

Patrick Lee has been in the industry for 6 years and decided it was time to branch out on his own.

PDL Financial Services is a company that is concerned about the well being of their client’s retirement needs.

We realize that everyone’s needs are different and we strongly believe if we can connect the pieces we will solve the problem!

The main objective of PDL Financial Services is to make sure that our clients retire comfortably and never have to worry about going back to work.

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