Welcome, I'm Bob Drake. Thank you for your interest in Drake Financial Services. At Drake Financial we strive to take the complexity out of your investment decisions by using our unique process, The Financial Advocate Approach. Simply, we advocate for you. And know we are serious about delivering personal service. Whether a client has been with me 20+ years, or are brand new to our family, I am personally involved with each and every client, and just a phone call or email away. Please contact me for further details and thank you for the opportunity to be YOUR partner on YOUR path to achieving YOUR goals.
At Drake Financial Services our purpose is to help individuals and businesses with every aspect of their investment needs. Our staff consists of experienced professionals that take a "hands on" approach to financial services. You will find our team knowledgeable, and discover we truly care. We listen, and ask the right questions, in order to fully understand all of our client's needs. We determine your personal and financial goals, and create a plan to help you achieve those goals.
Effective money management involves two important components: managing your investments, and planning for your future. Our goal is to create financial solutions and provide extraordinary, personal service.
Please feel free to explore our site to gain better understanding of our firm, and how we help clients plan for, and meet, their financial goals. Drake Financial Services is the right place if you are a successful individual looking for a financial counselor, or a business looking for an investment manager to manage your company's retirement plan.
Please contact us if we can be of help in any way, and we welcome you to download a copy of Bob's latest book, "Information Is Not Knowledge".
For a better understanding of our firm, and our process, please explore our Our Approach and Services.
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We welcome you to enjoy a complimentary copy of Bob's latest offering, "Information Is Not Knowledge". In it Bob details the 7 key strategies for retirement planning.