Financial Planners in Waukesha

“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.“

“I had the pleasure of meeting Maria Sundsted & helping me with Life INS & most recently my Medicare/Humana for 2024..she was very sweet & knowledgeable & patient with my needs & concerns..she was a God sent & an angel through my process..I definitely recommend her services..“

“These guys are constantly checking your investments for the best growth potential. The more volatile the market is the more times they check. My wife and I just met last night with Mike and he is very thorough. Great place“