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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
14 Jun

Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report. #economy #retirehappy
https://wealthwisconsin.com/another-quiet-week/

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7 Jun

A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a modest gain for the week. #economy #retirehappy
https://wealthwisconsin.com/rotation-continues/

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1 Jun

Optimism over the economic reopening and renewed enthusiasm for technology and other high-growth companies powered the stock market higher last week. #economy #retirehappy
https://wealthwisconsin.com/solid-gains/

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