Kenitzer Tax Group
“Russ is friendly and knows his stuff. If you want a timely, professional job done, call on Russ. His prices are reasonable too.”
Financial Planners near New Berlin
Financial Planners near New Berlin picked by BestProsInTown
Drake & Associates LLC
“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.”
IAG Wealth Partners, LLC
“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”
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