Hear what our clients are saying about Drake & Associates

“We have been very happy with the people and service we have received since joining with Drake & Associates. It is important to us that we feel comfortable with those that ensuring our financial future is on the right track. It is nice to see that they truly feel we are a valued and offer a plethora of educational and fun events to give back their clients.”

“I have found the Drake and Associates Team to be extremely responsive in working with me to develop a well rounded retirement portfolio. My wife and I have felt very secure financially since I retired twelve years ago, The timeliness of on-going communications on pertinent national and global economic topics, keeps me well informed of the decisions the Drake Team makes relative to protecting my investments. I thank the entire Drake Team for making my wife and I feel important and providing us with a sound retirement!”

“We have been extremely happy working with Drake and Associates thus far. Everyone is very informative and professional. We feel they genuinely care to help and guide us to be prepared for our retirement years.”

“I have been a client of Drake and associates for over three years now and everyone I have worked with have been able to give me the answers I have been looking for with a very friendly atmosphere. I looked at other firms but they only treated me like a number. I listened to the radio for over ten years and Drake was the first to talk about tax advantages vs just investing. I am very pleased to be with the Drake and associates family.”

“The people at Drake are extremely knowledgeable and professional. They provide so much information and education to their clients. I have learned so much from them and value their expertise.”

“We went to a Drake informational dinner presentation and made an appointment for them to review where we ‘were’. The piece that was missing for us was tax advice and they were able to get us in with an accountant and help us develop a plan for reducing future taxes. For us having all the resources we need in one place is important and not having to coordinate and accountant and an advisor. So glad we found them and that dinner was amazing too!”

“We’re always impressed with the knowledge and professionalism we receive with every meeting we’ve had. They always listen to our needs and concerns, and then guide us in the right direction.”

“I highly recommend Drake and Associates for anyone looking for a financial advisor.”

“I always feel very welcome walking thru the door”

“Our relationship with our financial advisor and Drake & Associates has been informative and rewarding.”

“Professional and very knowledgeable”

“We are very happy we chose Drake”