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Client Testimonials
"Everyone is kind, helpful and extremely knowledgeable. You become a part of their family. Would highly recommend Drake for all your financial needs!"
-Terry Lemke
"The best professional financial advice I have experienced. No pressure, no hard sell. They are focused both on preserving and managing your wealth."
-Thomas Bartelt
"My advisor took the time to get to know me and understand my needs. I enjoy the educational updates provided even when the market may be uncertain."
-Deena Brown
The testimonial provided here is from a current client of Drake & Associates LLC. This client has voluntarily shared their experience and was not compensated in any form for their testimonial. Furthermore, there is no conflict of interest between the client and Drake & Associates LLC, ensuring the impartiality and authenticity of their feedback. For a comprehensive review of all client testimonials, please visit https://g.page/r/CY5i-tGDtnQYEBM/review.
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About The Author
Born and raised in Milwaukee, Wisconsin, Tony Drake joined the financial services industry in 2002. He is the founder and CEO of Drake & Associates, LLC and holds insurances licenses, a CFP® designation and a financial planning certificate from DePaul University. As an Investment Advisor Representative, Tony serves clients throughout the Midwest in areas including asset preservation, retirement planning and tax-efficient strategies. In addition to serving his clients, he trains and mentors other financial professionals all over the country. You may have heard him on the radio or have seen him on TV with his "Retirement Ready" shows, but Tony is a family man at heart.
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The Wisconsin Athletics is a paid sponsorship program. Badger Sports Properties, LLC. is neither a current client nor an affiliated entity of, nor does it endorse, Drake & Associates, LLC.
Advisory services offered through Drake & Associates, LLC, (“RIA Firm”) an SEC registered investment advisor. Registration does not imply a certain level of skill or training.
The Wisconsin Athletics is a paid sponsorship program. Badger Sports Properties, LLC. is neither a current client nor an affiliated entity of, nor does it endorse, Drake & Associates, LLC.
