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Business Profile

Financial Planning Consultants

Drake & Associates, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(414) 409-7226Email BusinessWrite a Review

About

Overview

Drake & Associates, LLC

20965 Crossroads Circle

Waukesha, WI 53186

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See Hours
Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
Closed
Closed

Find a Location

Drake & Associates, LLC has 3 locations, listed below.

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    BBB Accreditation & Rating

    Drake & Associates, LLC is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

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    About This Business

    Drake & Associates, LLC, since 2002 has been providing retirement planning and wealth management services including investment strategies, asset protection, tax minimization strategies, and frequent education. 

    BBB Accredited Since: 5/30/2007

    Years in Business: 24

    Products and Services

    Financial Planning, Investment Advisory, Retirement Finance Planning, Roth Conversion, Social Security Strategy, Tax Strategies, Wealth Management

    Business Details

    Local BBB:
    BBB Serving Wisconsin
    BBB File Opened:
    6/22/2006
    Business Started:
    7/31/2002
    Business Started Locally:
    7/31/2002
    Business Incorporated:
    8/4/2010
    Type of Entity:
    Limited Liability Company (LLC)
    Alternate Names:
    Wealth Wisconsin
    Business Management:
    Anthony Drake, Founder & CEO

    Additional Contact Information

    Principal Contacts
    Anthony Drake, Founder & CEO
    Customer Contacts
    Anthony Drake, Founder & CEO
    Fax numbers
    Primary Fax: (414) 409-7221
    Additional Email Addresses
    Primary: Email this Business
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Business Categories
    Financial Planning Consultants, Insurance Services Office, Life Insurance, Retirement Planning Services, Health Insurance, Investment Advisory Services, Investment Management, Estate Planning and Management, Senior Insurance, Wealth Building Seminars, Asset Evaluation, Wealth Management

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    When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.