Drake & Associates
Highly Engaged Employees
Highly Engaged EmployeesFinance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
20965 Crossroads Cir, Waukesha, Wisconsi...Phone Number
(414) 409-7226Website
www.drakeandassociates.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Drake & Associates
Drake & Associates is a wealth management firm specializing in retirement finance planning and financial services, with over 20 years of experience. They focus on helping clients prepare for retirement through personalized financial strategies and educational resources. The firm emphasizes the importance of family and relationships in creating successful retirement plans. Their services are designed for individuals seeking guidance on achieving their retirement goals.Explore more
Drake & Associates Org Chart
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Company Profile Activity
Activity Insights
Drake & Associates is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Drake & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Drake & Associates.
Drake & Associates Tech Stack
A closer look at the technologies used by Drake & Associates
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Most Recent Scoops
Hiring Plans
Drake & Associates has more open roles in Sales than it has had at any time in the past 12 months. Technologies mentioned include: Google Workspace, Salesforce, and ActiveCampaign. Areas of expertise include: Client Services.
Hiring Plans
Hiring Plans
Drake & Associates has more open roles in Sales than it has had at any time in the past 12 months. Technologies mentioned include: Google Workspace, and Salesforce. Areas of expertise include: Customer Service Training.
Hiring Plans
Facilities Relocation / Expansion
Drake & Associates is planning to move offices in January 2025. The move will impact approximately 10 employees at the existing office located at 2212 E. Moreland Blvd, Suite #200, Waukesha, WI.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
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Frequently Asked Questions Regarding Drake & Associates
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Drake & Associates is a wealth management firm specializing in retirement finance planning and financial services, with over 20 years of experience. They focus on helping clients prepare for retirement through personalized financial strategies and educational resources. The firm emphasizes the importance of family and relationships in creating succ... Read More
