Drake Financial Services

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

3155 W Big Beaver Rd Ste 117, Troy, Mich...

Phone Number

(248) 731-7083

Revenue

$5.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Drake Financial Services

Drake Financial Services specializes in comprehensive investment solutions for individuals and businesses, offering a hands-on approach to financial management. Their team of experienced professionals is dedicated to understanding clients' unique financial goals and crafting personalized plans to help achieve them. Services include wealth management, retirement income planning, tax management, and estate legacy planning. The firm aims to provide extraordinary service while adapting to the dynamic financial landscape to ensure clients' financial futures.Explore more
Drake Financial Services's Social MediaPopular SearchesDrake Financial Services LLCDrake Financial Services IncDrake Financial ServicesDrake Liquidation CorpFinancial Services LLCSIC Code 62,628NAICS Code 52,523Show more

Drake Financial Services Org Chart

PhoneEmail
DS
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Relationship Manager

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MD
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Client Service Specialist

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CV
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Bookkeeper

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Drake Financial Services

$5.7M
11-50
Private
-
1990
DS
David SiporinRelationship Manager
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
2010
JH
Jason HeinzelmannGroup Founding of Provident Wealth Management Partner
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Drake Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Drake Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Drake Financial Services.

Drake Financial Services Tech Stack

A closer look at the technologies used by Drake Financial Services

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Frequently Asked Questions Regarding Drake Financial Services

What is Drake Financial Services's official website?
Drake Financial Services's official website is www.drakefinancialservices.com
What is Drake Financial Services's Revenue?
Drake Financial Services's revenue is $5.7 Million
What is Drake Financial Services's SIC code?
Drake Financial Services's SIC: 62,628
What is Drake Financial Services's NAICS code?
Drake Financial Services's NAICS: 52,523
How many employees does Drake Financial Services have?
Drake Financial Services has 11-50 employees
What industry does Drake Financial Services belong to?
Drake Financial Services is in the industry of: Finance, Securities Trading
What is Drake Financial Services competition?
Drake Financial Services top competitors include: Westex Investment Services, Eppolito Financial Strategies, Provident Wealth Management Group, Legacy One Financial
What technology does Drake Financial Services use?
Some of the popular technologies that Drake Financial Services uses are: Google Cloud Web Serving, Google Cloud Platform, SiteGround Email Hosting
How do I contact Drake Financial Services?
Drake Financial Services contact info: Phone number: (248) 731-7083 Website: www.drakefinancialservices.com
What does Drake Financial Services do?

Drake Financial Services specializes in comprehensive investment solutions for individuals and businesses, offering a hands-on approach to financial management. Their team of experienced professionals is dedicated to understanding clients' unique financial goals and crafting personalized plans to help achieve them. Services include wealth managemen... t, retirement income planning, tax management, and estate legacy planning. The firm aims to provide extraordinary service while adapting to the dynamic financial landscape to ensure clients' financial futures.Read More

What are Drake Financial Services social media links?
Drake Financial Services Linkedin page
Is Drake Financial Services a public company?
Drake Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Drake Financial Services

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