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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

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/

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/

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

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Give us a call: (414) 409-7226