Drake & Associates

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

6219 Wooster Pike, Cincinnati, Ohio, 452...

Phone Number

(414) 409-7226

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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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 achieve their dream retirement through personalized financial strategies and education on various financial topics. The firm emphasizes the importance of family and relationships in their approach to financial planning. Their services are designed for individuals preparing for retirement, providing resources and support to guide them on their financial journey.Explore more
Popular SearchesDrake & Associates LLCHetrick Drake Associates IncHetrick C H AssociatesDrake Associates LLCDrake AssociatesSIC Code 62,628NAICS Code 52,523Show more

Drake & Associates Org Chart

PhoneEmail
MD
United States flag for contact location.

Manager, Accounting

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Drake & Associates

<$5M
11-50
Private
-
1997
MD
Michaele DatskoManager, Accounting
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1962
BN
Barbara NelsonManager, Operations
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

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Among all Finance companies

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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

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Frequently Asked Questions Regarding Drake & Associates

What is Drake & Associates's official website?
Drake & Associates's official website is www.wealthwisconsin.com
What is Drake & Associates's Revenue?
Drake & Associates's revenue is <$5 Million
What is Drake & Associates's SIC code?
Drake & Associates's SIC: 62,628
What is Drake & Associates's NAICS code?
Drake & Associates's NAICS: 52,523
How many employees does Drake & Associates have?
Drake & Associates has 11-50 employees
What industry does Drake & Associates belong to?
Drake & Associates is in the industry of: Finance, Securities Trading
What is Drake & Associates competition?
Drake & Associates top competitors include: Constant Guidance Financial, Focus Financial Network, Vertex Capital Advisors, Ascential Wealth
What technology does Drake & Associates use?
Some of the popular technologies that Drake & Associates uses are: Salesforce Pardot, Google Cloud Web Serving, Google Cloud Platform, QuickBooks
How do I contact Drake & Associates?
Drake & Associates contact info: Phone number: (414) 409-7226 Website: www.wealthwisconsin.com
What does Drake & Associates do?

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 achieve their dream retirement through personalized financial strategies and education on various financial topics. The firm emphasizes the importance of family and relati... onships in their approach to financial planning. Their services are designed for individuals preparing for retirement, providing resources and support to guide them on their financial journey.Read More

Is Drake & Associates a public company?
Drake & Associates is private company therefore does not currently have an official ticker symbol
See more information about Drake & Associates

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