Drake and Associates

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20965 Crossroads Cir
Waukesha, WI 53186

Drake and Associates is a wealth management firm based in Waukesha, Wisconsin, specializing in retirement financial planning for over 20 years. The firm is dedicated to creating strong relationships with clients and empowering them through education and tailored financial strategies.

With a focus on assisting individuals in achieving their retirement dreams, Drake and Associates offers a four-step Retirement Ready Roadmap and various educational workshops on topics such as tax strategies and Social Security. They pride themselves on being a family-oriented company that values employee growth and community support.

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5.01 reviews
Photo of Rick S.
Rick S.
4/21/2025

Drake & Associates has been our financial advisor for several years now. Tony Drake and his staff are routinely on local tv and radio with information on growing and protecting your assets. The...

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United StatesWisconsinWaukeshaDrake and Associates