Financial Planners near Brookfield

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“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 clients, team members, and loved ones at home. The fact that they care so deeply—and live these values so consistently—sets a benchmark few in the industry reach.

Thank you for pouring into other advisors and creating a positive ripple effect felt nationwide. If I were a client or prospective client, I would feel safe, supported, and confident knowing you were part of my retirement team—my financial family.“

“I’ve been a member of northwestern mutual for 3 years and always have worked with Yousef Salameh. I Trust his insight and financial advice, in my three years working with him and Northwestern Mutual I’ve had learned to manage my finances better, and be prepared for the unexpected situations of life. I feel good knowing and having a great financial team behind me.“

“These guys are constantly checking your investments for the best growth potential. The more volatile the market is the more times they check. My wife and I just met last night with Mike and he is very thorough. Great place“

“Russ is friendly and knows his stuff. If you want a timely, professional job done, call on Russ. His prices are reasonable too.“

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“I had the pleasure of meeting Maria Sundsted & helping me with Life INS & most recently my Medicare/Humana for 2024..she was very sweet & knowledgeable & patient with my needs & concerns..she was a God sent & an angel through my process..I definitely recommend her services..“