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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Drake and Associates, LLC

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Waukesha, WI
Drake and Associates, LLC

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We focus on comprehensive Retirement Planning services. Experts agree; creating a solid financial plan is essential to achieving a secure financial future.

With all you want to do in retirement, taking the time now to help ensure your retirement desires become a reality is essential for your peace of mind. Drake & Associates, LLC provides you with a complimentary, customized plan that takes into consideration your complete portfolio as well as your unique financial goals. We’ll talk with you about how you envision your retirement years and help get you there. Your plan isn’t just a bunch of confusing charts and graphs, but a tailored, easy-to-understand report that maps out, step-by-step, the path towards your financial security.

10/31/2026

Saving for retirement is just the beginning! 💰

This World Savings Day, remember that having a plan for retirement income, taxes, and healthcare costs is just as important as building your savings.

Are you prepared to make the most of what you've saved?

Learn more at bit.ly/4yMdEu4

10/23/2026

“The Halloween Effect” is an investment strategy based on historic market performance that shows, more often than not, stronger gains between October 31 and May 1 than the other six months of the year. But as Tom Neumann explained in this interview with CBS58, history doesn’t guarantee future market performance, and trying to time the market can be risky. Catch the conversation here.

10/23/2026

It's World Series time! ⚾The last time our Milwaukee Brewers made it to the World Series was in 1982, and we're still cheering them on 44 years later! The Drake & Associates team is showing off our Brewers pride as Game 1 kicks off tonight! 💙 Let's go Brewers!

10/22/2026

We’re excited to share a new addition to our Drake & Associates HQ office! 💗 Our new Mother’s Room provides a private, comfortable, and calming space for the moms on our team. Supporting our working moms is important to us, and we’re happy to provide a dedicated space where they can feel comfortable and cared for!

10/20/2026

Congratulations to Brook, our October Duck Award winner! 🦆🏆

Brook consistently goes above and beyond to support her team. From stepping up to take on additional responsibilities to helping train new team members, her leadership, positive attitude, and willingness to lend a hand never go unnoticed. Thank you for all that you do and for being such a great example of our Drake values! 💙

10/13/2026

It's a great time to be a Wisconsin sports fan! 🏈⚾💚💛 Our team has been cheering on the Packers and Brewers, both from the stands and beyond! Here's a look at our team showing their Wisconsin pride! 📸

10/12/2026

Market Week Ahead | October 12–16 | Inflation, Earnings & Fed

👉 Schedule your complimentary consultation here: https://bit.ly/4nTcCrB

What should investors watch in the stock market this week? We break down the upcoming CPI and PPI inflation reports, major bank earnings, retail sales data, and what it could all mean for the Federal Reserve and interest rates.

💬 Claim your FREE Retirement Toolkit & copy of Get Retirement Ready by Tony Drake! -
https://drakeandassociates2.ac-page.com/google-adwords-video-tony-toolkit-taxes

🎧 Tune in to our Retirement Ready Radio Show for expert insights on planning your dream retirement! Stream episodes now!- https://drakeandassociates.net/radio-show/

Stay connected with us!
Facebook: https://www.facebook.com/Drakeandassociates
Instagram: https://www.instagram.com/drakeandassociates
LinkedIn: https://www.linkedin.com/company/drake-&-associates
Twitter: https://twitter.com/TonyDrakeCFP
____________________

Investment Advisory Services are offered through Drake & Associates, LLC, an independent investment advisory firm. Securities are offered and sold through Drake & Associates, LLC. Insurance products and services are offered and sold through Loft Financial Advisory Group, LLC. Drake & Associates does not offer tax or legal advice. The information provided on this social media page is for informational purposes only and should not be construed as individual investment advice. 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

10/09/2026

Market Week Recap | October 5–9 | Fed, Oil Prices & Stocks

👉 Schedule your complimentary consultation here: https://bit.ly/4nTcCrB

The Federal Reserve, rising oil prices, and technology stocks were in focus this week. We break down the latest Fed meeting minutes, stock market performance, economic data, and what investors should watch heading into next week's inflation reports.

💬 Claim your FREE Retirement Toolkit & copy of Get Retirement Ready by Tony Drake! -
https://drakeandassociates2.ac-page.com/google-adwords-video-tony-toolkit-taxes

🎧 Tune in to our Retirement Ready Radio Show for expert insights on planning your dream retirement! Stream episodes now!- https://drakeandassociates.net/radio-show/

Stay connected with us!
Facebook: https://www.facebook.com/Drakeandassociates
Instagram: https://www.instagram.com/drakeandassociates
LinkedIn: https://www.linkedin.com/company/drake-&-associates
Twitter: https://twitter.com/TonyDrakeCFP
____________________

Investment Advisory Services are offered through Drake & Associates, LLC, an independent investment advisory firm. Securities are offered and sold through Drake & Associates, LLC. Insurance products and services are offered and sold through Loft Financial Advisory Group, LLC. Drake & Associates does not offer tax or legal advice. The information provided on this social media page is for informational purposes only and should not be construed as individual investment advice. 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

10/09/2026

We're excited to welcome two new members to the Drake & Associates team! 🎉

Sabrina Hikade joins us as a Client Service Specialist, and Jerry Murphy joins us as a Business Development Coordinator!

We're thrilled to have them both on board and look forward to the contributions they'll bring to our growing team.

Welcome to Drake, Sabrina and Jerry!

10/02/2026

Market Week Recap | September 28–October 2 | Jobs, Inflation & Markets

👉 Schedule your complimentary consultation here: https://bit.ly/4nTcCrB

The September jobs report, PCE inflation and manufacturing data were in focus this week. Here’s what investors should know about the labor market, inflation, Treasury yields and the latest stock market performance.

💬 Claim your FREE Retirement Toolkit & copy of Get Retirement Ready by Tony Drake! -
https://drakeandassociates2.ac-page.com/google-adwords-video-tony-toolkit-taxes

🎧 Tune in to our Retirement Ready Radio Show for expert insights on planning your dream retirement! Stream episodes now!- https://drakeandassociates.net/radio-show/

Stay connected with us!
Facebook: https://www.facebook.com/Drakeandassociates
Instagram: https://www.instagram.com/drakeandassociates
LinkedIn: https://www.linkedin.com/company/drake-&-associates
Twitter: https://twitter.com/TonyDrakeCFP
____________________

Investment Advisory Services are offered through Drake & Associates, LLC, an independent investment advisory firm. Securities are offered and sold through Drake & Associates, LLC. Insurance products and services are offered and sold through Loft Financial Advisory Group, LLC. Drake & Associates does not offer tax or legal advice. The information provided on this social media page is for informational purposes only and should not be construed as individual investment advice. 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

Address

Waukesha, WI

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+14144097226

Website

https://drakeandassociates.net/

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