Drake & Associates LLC
2212 E Moreland Blvd Suite 200, Waukesha
Directions Call Website Suggest an Edit
2212 E Moreland Blvd Suite 200, Waukesha
Directions Call Website Suggest an Edit2212 E Moreland Blvd Suite 200, Waukesha, WI53186
(414) 409-7226
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.
Been a client for over 3 years. Excellent service. Always willing to meet. If you are not understanding a certain aspect of a discussion you are having, will take the time to explain even the simplest of financial terms and processes. Been a trying few years with the financial markets, but they are good communicators in keeping you up to speed on what's happening.Gary Stapelman
Drake has been our financial go to for about 8 years. We have have been impressed with all the advisors we have worked with. We recently met with our advisor, Tom, and his clear explanation of everything we asked was excellent. Everyone we have encountered at Drake has been helpful, and has your best financial interests in mind. Anyone nearing retirement should definitely talk with Drake.