Reviews for Drake & Associates LLC

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Aug 2024
Drake & Associates LLC has been guiding individuals in retirement planning since 2002. The company's unique "One Plan, One Coach" approach sets it apart from other wealth management firms. Drake & Associates offers a holistic approach, providing support in areas such as investment strategies, tax return preparation, health insurance, and elder law. The company's team is knowledgeable, kind, and concerned about clients' well-being. Clients appreciate the personalized service, clear explanations of financial terms, and regular communication. With a team of experienced advisors, Drake & Associates has earned the trust of its clients, who highly recommend their services to others, especially those nearing retirement.

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From Drake & Associates LLC

Since 2002, Drake & Associates has guided hundreds of people in navigating the confusing world of retirement planning. Our “One Plan, One Coach” approach sets us apart from other wealth management firms. In addition to implementing investment strategies, we offer accountants for tax return preparation; health insurance agents to sort through long-term care, Medicare Supplements and Advantage; and an on-site elder law attorney to help with wills, trusts and powers of attorney. Our holistic approach provides support for clients in areas they may not have known they needed.