Start the Process

Ready to Take the Next Step?

Taking Care of You Begins with a Clean Visit

We have adopted the following procedures for all meetings at our office:

  • We are spreading out appointments in order to clean before and after every visit.
  • We are following strict guidelines that include:

o Having healthy team members

o Disinfecting all surfaces before and after every appointment

o Having masks available for clients and advisors

  • If you prefer to stay at home, we are more than happy to conduct a virtual meeting. Just let us know in the message box in the form below.

CONTACT US

DRAKE & ASSOCIATES, LLC
2212 E. Moreland Blvd., Suite 200
Waukesha, WI 53186

Phone: 414-409-7226
Fax: 414-409-7221

RECENT TWEETS

TONY DRAKE, CFP®

FOLLOW
10 May

Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies. #economy #retirehappy
https://wealthwisconsin.com/mixed-market/

Reply on Twitter 1391818948597927940Retweet on Twitter 1391818948597927940Like on Twitter 1391818948597927940Twitter 1391818948597927940
3 May

Stocks meandered around a flatline in a busy week of corporate earnings, ending the trading week slightly lower. #economy #retirehappy
https://wealthwisconsin.com/seeking-direction/

Reply on Twitter 1389283901374406660Retweet on Twitter 1389283901374406660Like on Twitter 1389283901374406660Twitter 1389283901374406660
27 Apr

April marks Financial Literacy Month, and financial education is more important now than ever. In my new article for @Kiplinger, I pass along several tips to help build healthy financial habits. #RetireHappy #EducationFirst https://www.kiplinger.com/personal-finance/602691/3-money-musts-for-every-one-of-us-inspired-by-financial-literacy-month

Reply on Twitter 1387115437482250243Retweet on Twitter 1387115437482250243Like on Twitter 13871154374822502431Twitter 1387115437482250243
Schedule a Phone Call
Attend a Class

Give us a call: (414) 409-7226