PDL Financial Services - Dallas (TX)

5 /5 Amanda Rich: 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!

5 /5 Cecy Ulloa: Mr. Patrick Lee is awesome! Always a blessing.

5 /5 JaMonica Lee: 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!

5 /5 Rosa Garcia: Patrickis 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. Ill be his customer for life.

5 /5 Pablo Flores: 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!