Drake & Associates LLC

Pat Ohrmund

5.0·a year ago

I met with Brad today. He was wonderful! He explained everything in terms I could understand. I am a visual person so the charts on the big screen were great! I feel very comfortable with our meeting and I look forward to our Solutions appointment. Retirement here I come!!! Thank you very much Brad

Julia Wilson

5.0·a year ago

My husband and I had been referred to Drake & Associates in Mequon. We met with Brad and he went through our financial outlook and showed us a great plan and strategy to make sure we have our money invested wisely. We're excited to work with them!

Kathy Bingen

5.0·3 years ago

My husband and I were pleasantly surprised after meeting with Brad and his associate Sam at the Mequon office. We are getting close to retirement age and my husband was sure he'd have to work for another 8 years to be able to afford to do it. They took our information and it was like winning the lottery. They were able to show us how my husband could retire now if he wanted and still live comfortably past 100 years of age. And that was with taking our current investments and beating them up to a worst case scenario. So seriously, take the time to have your finances reviewed by people that know what they are doing. Its really worth at least sitting down and letting them take a look at your investments and throw some ideas out there for you!

FreeAgent 2022

5.0·a year ago

I feel very confident with the guidance than Drake and Associates is showing us in our relationship with the professionals. We have seen various looks at our financial future based on possible retirement ages and current decisions.