Drake & Associates is a retirement wealth management firm based in Wauwatosa, WI, with a focus on helping individuals achieve their dream retirement through personalized financial planning strategies. With over 20 years of experience, their team emphasizes the importance of family relationships in creating successful retirements.
Through educational workshops and classes on topics like tax strategies, market volatility, and Social Security, Drake & Associates empowers clients to take control of their financial futures. They also sponsor community initiatives like the Feeding America Eastern Wisconsin PB&J Challenge, showcasing their commitment to making a positive impact beyond financial planning.
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