PDL Financial Services

PDL Financial Services is a financial planning firm founded in 2015 by Patrick Lee, who had worked in financial services for about five years before starting the company. The firm focuses on retirement planning, with specialties in the teacher pension market, business owners, and saving money without loss of principal. Its services also cover insurance planning, annuities, life insurance, and financial planning for business owners.

Clients meet with the advisors regularly and get an annual review of their plan. The firm can be reached by phone at its listed number, and the office is at 9330 Lyndon B Johnson Freeway in Dallas. Clients have described Patrick as responsive and professional, and the firm offers a meeting booking option on its website.