Drake & Associates LLC - Waukesha, Wisconsin

Address: 20965 Crossroads Cir, Waukesha, WI 53186.
Phone: 44097226.
Website: drakeandassociates.net
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 30 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Drake & Associates LLC

Drake & Associates LLC 20965 Crossroads Cir, Waukesha, WI 53186

☎️44097226

⏰ Open Hours of Drake & Associates LLC

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Drake & Associates LLC is a reputable financial planning and investment services company, located at Address: 20965 Crossroads Cir, Waukesha, WI 53186. Their phone number is 44097226, and their website is drakeandassociates.net.

Especialidades y servicios

The company specializes in financial planning and investment services. They provide valuable assistance and guidance to help clients make informed decisions about their finances.

Características y ubicación

Drake & Associates is located in Waukesha, Wisconsin, and offers various features to cater to clients' needs, such as a wheelchair-accessible entrance, parking lot, and restroom. Appointment is recommended, and they have a 5/5 rating on Google My Business.

Opiniones y valoraciones

Many clients have praised Drake & Associates for their expertise, professionalism, and personalized approach to financial planning. They are known for being great listeners and providing valuable guidance to help clients achieve their financial goals. Long-term clients have expressed gratitude for the company's management of their portfolios and the way they make them feel like valued members of the family.

👍 Reviews of Drake & Associates LLC

Drake & Associates LLC - Waukesha, Wisconsin

JS

5/5

Drake and Associates (especially Tom) is awesome! Tom has put us at ease regarding our retirement plans. He is a great listener. He is very knowledgeable and he meets with us regularly to ensure that everything stays on track.

Nancy K.

5/5

I've been a Drake & Associates client for about 15 years and continue to be thankful I choose Drake as my financial advisor. They have done well managing my portfolio and making appropriate recommendations to keep me on solid footing, but mostly, they continue to make me feel like a valued member of their family.

Julie E.

5/5

Drake & Associates was recommended to me by a retire coworker. My husband and I have find them to be a very trusted, informed and valuable partner in achieving financial stability and peace of mind.

Gar K.

5/5

I highly recommend Drake & Associates for those in need of retirement financial planning assistance. The company under Tony Drake's leadership has positioned me and my wife in a very secure financial position in our retirement years.

Mike F.

5/5

Education is a big part of our experience with Drake & Associates. Establishing a blend of short and long term investment strategies has helped us better understand how to minimize taxes and risk. Professional advice with a personal touch.

ROGER L.

5/5

My wife and I met with Brad Allen of Drake and Associates after being unhappy with our current Financial Advisor with a different firm who never stayed in touch with us or offered us any ideas.

We completed the steps of Drakes “Retirement Ready Roadmap” with Brad, and we put together a “Plan” which included identifying our risk tolerance factor, creating a “Safe Bucket”, doing a Roth Conversion and managing our investments.

In addition, we took advantage of all the resources that Drake and Associates made available to us!
• We met with their health insurance contact, who helped us
get our health insurance in place.
• We met with their Estate Planning Attorney, who helped us
create our Personal Estate Planning Portfolio.
• We met with their Accounting / Tax firm contact, who
prepared our personal tax returns for us.

Having all these resources available, really made tackling these important actions a breeze.

In summary, we feel that Drake and Associates has helped guide us every step of the way, and we have a high confidence level in their professional ability to manage our finances.

Roger and Pat Oconomowoc, WI

Mark M.

5/5

Tom has been our go to guy at Drake for a number of years. He has always listened to our issues and concerns and has given us excellent advice in managing our finances. All the other employees at Drake are very knowledgeable kind and very concerned about our well being as well. I recommended my sister to Drake and now she is utilizing their services too. Great job everyone.

Scott 9.

5/5

Thanks for advising me in the correct direction. The Drake team is always very positive and polite whenever I contact them.

Thanks. Scott.