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Drake & Associates
- Financial Services
- Waukesha, WI
About this business
Location details
20855 Watertown Rd #210, #100, Waukesha, WI, 53186, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My wife and I enrolled 4 tax preferred accounts with Drake and Associates in July 2025 with a stated objective of Growth. We have no cash needs from the 4 accounts and transactions like dividends and capital gains have no immediate impact on taxes, so they were free to trade in and out as needed. During the 8 months under Drake management the S&P 500 gained 10.5%. Meanwhile, our consolidated accounts gained 4.5%. Performance that is hardly worth the 1% fee they charge. (Drake assesses accounts for their management fee monthl... read more
Attended thier Dog and Pony Retirement show last year and and we were convinced to move all of our retirement funds to Drake. I cannot be any more disappointed. Since then we have had a revolving door of advisors, none of who paid any attention to my rolled over 401k. I would have made more in a bank CD that with this advisory group over the past year. The last advisor we met with, which is not the one currently assigned was not very experienced and made contradicting comments about what our retirement would look like than t... read more
Drake & Associates is recognized nationwide for setting the standard in full-scope financial planning. Their firm is exceptional—not only in how they serve clients, but also in how they lead the industry. They actively teach other advisory firms how to implement effective strategies, elevate client outcomes, and adopt a true team-based approach that enhances the experience for everyone involved. Two of their core values, Creating the Ultimate Client Experience and Respecting the Family, speak volumes. And “family” includes c... read more
Financial managers are very helpful. Very pleased with the recommended financial investments.
I highly recommend Drake and associates for retirement planning, investing and most of all tax strategies and planning.
Frequently asked questions about Drake & Associates
How is Drake & Associates rated?
Drake & Associates has a 4.8 star rating with 43 reviews.
When is Drake & Associates open?
Drake & Associates is closed now. It will open at 8:00 a.m.
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