James Drake

Managing Counsel at Drake & Associates - Waukesha, WI, US

James Drake's Colleagues at Drake & Associates
Tony Drake

CFP®, Financial Advisor, CEO

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Ryan Voight

Director of Operations & Office Administration

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Jake Melby

Director of Advisory Services

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Kristy Hundt

Director Of Business Development

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MICHAEL WILLIAMS

Financial Advisor

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Sam Zabkowicz

Financial Advisor

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Thomas Neumann

Financial Advisor

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Email (Verified)
***@WealthWisconsin.com
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(XXX) XXX-XXXX
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Drake & Associates
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Drake & Associates

Waukesha, WI, US • 10 - 19 Employees
Financial Services

Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration a complete portfolio, as well as, unique financial goals. We talk about how you envision your retirement years and help to set goals to 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.One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.Visit us at http://WealthWisconsin.com

Retirement Planning Asset Protection Money Management Estate Planning Wealth Management Financial Advisor Tax Mitigation
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Frequently Asked Questions about James Drake
James Drake currently works for Drake & Associates, LLC.
James Drake's role at Drake & Associates, LLC is Managing Counsel.
James Drake's email address is ***@WealthWisconsin.com. To view James Drake's full email address, please signup to ConnectPlex.
James Drake works in the Financial Services industry.
James Drake's colleagues at Drake & Associates are Tony Drake, Ryan Voight, Jake Melby, Kristy Hundt, MICHAEL WILLIAMS, Sam Zabkowicz, Thomas Neumann and others.
James Drake's phone number is N/A
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