Drake & Associates LLC has been guiding individuals in retirement planning since 2002. The company's unique "One Plan, One Coach" approach sets it apart from other wealth management firms. Drake & Associates offers a holistic approach, providing support in areas such as investment strategies, tax return preparation, health insurance, and elder law. The company's team is knowledgeable, kind, and concerned about clients' well-being. Clients appreciate the personalized service, clear explanations of financial terms, and regular communication. With a team of experienced advisors, Drake & Associates has earned the trust of its clients, who highly recommend their services to others, especially those nearing retirement.
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… read full review
Sep 2025
5.0★★★★★
Drake & Associates is a group you should definitely check out if you are in need of direction when it comes to your financial future. Welcoming atmosphere and a wealth of options are provided and they truly value their clients through educational and fun events.
Dec 2022
5.0★★★★★
Tom has been our go to guy at Drake for a number of years. He has always listened to our issues and concerns and has given us excellent advice in managing our finances. All the other employees at Drake are very knowledgeable kind and very concerned about our well being as well. I recommended my sister to Drake and now she is utilizing their services too. Great job everyone.
