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Drake & Associates LLC
- Waukesha, WI
About this business
Location details
20965 Crossroads Cir, #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 |
Technology seminar was wonderful! Questions were answered. Great information! Very helpful! The presenters did very well!
Enjoy everything about working with Drake: the people, the investment money made, the classes, the fun gatherings. Thank you!
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
Frequently asked questions about Drake & Associates LLC
How is Drake & Associates LLC rated?
Drake & Associates LLC has a 4.8 star rating with 42 reviews.
When is Drake & Associates LLC open?
Drake & Associates LLC is closed now. It will open tomorrow at 8:00 a.m.
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