PDL Financial Services started in 2015 by Patrick Lee. Patrick Lee had been working in the financial services for 5 years and decided to start his own company in 2015. PDL Financial Services motto is “Connecting the pieces, Solving the problem.” We realize that everyone’s situation is different and it is our job to find the pieces to solve the puzzle.
While you are working and in your earning years, it can be easy to get lost in day-to-day concerns and lose sight of the bigger picture: What are your plans for life after work, and how can a financial plan help you get there? We believe thoughtful, detailed planning can help you create a life that you enjoy. Our approach is centered around building wealth that can last to and through retirement.
Core Values
Transparency
Through frequent meetings and reviews, we want to keep the line of communication with you always open. It is our goal to be honest and straightforward with the retirement plan or product you choose for your financial future. We like to do an annual review at least once year to keep in line the plan with discussed our initial appointment.
Support
Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner. We know how frustrating it is to wait on hold with a 1-800 number so we will be there quick to answer any questions or concerns you may have regarding your plan.
Knowledge
Use our range of skills, education, and industry experience to provide you with informed financial direction. We specialize in the Teacher pension market, business owners and people who are looking to save money with no loss of principal.
Client Testimonials
“If you are reading these reviews you might be looking for some Financial and insurance needs. I have been with Patrick for more than 10 years. He has guided me through financial hardship such as taxes, hospital bills and loans services. He is very knowledgeable with his services in the retirement market! Reach out to him, he will not disappoint!”
— Pablo Flores
“I sure do miss helping you with your scheduling and for your events! You are the best with your clients! Always have everyone’s best interests at heart and genuinely care about their financial retirement and future! Hope you’re well friend! I remember one time I ordered a BUNCH of breakfast tacos for you from Taco Cabana for an event. You always treat your clients and prospective clients so amazing!”
— Amanda Rich
“Patrick is always professional & looks out for me & my family. When it was time to purchase a home & I needed extra money for closing cost he helped me with the process & even did research for me so I could avoid paying fees. I'll be his customer for life.”
— Rosa Ornelas
“PDL Financial Services is a great company that cares about your need! I was so impressed at the details of the retirement plan they gave me. I recommend if you are looking for honesty and great values this is the company!”
— JaMonica Lee
“Mr.Patrick is awesome answered my questions was very polite and professional!”
— Chola Rodriguez