Why Choose Drake Financial Services?
A Statement of Bob's Philosophy
Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with every client helping them achieve their goals.
The number one priority of investors today is retirement. Yet, if there is one constant we can anticipate in life it is change. The future will see challenging, frustrating and dynamic changes in our financial lives. This is especially true about the way you position and reposition your money to keep it employed for the golden years.
If you are prepared to accept change, you will find opportunities are greater today then ever before.
We are here for you, to help you on your investment path.
To learn more about retiring successfully, contact Bob Drake at 248-731-7083 or via email at firstname.lastname@example.org.
Bob Drake is the President of Drake Financial Services LLC. He is an independent financial advisor and financial planner. Since 1990 he has devoted his professional career to helping individual investors and their families realize their investment and financial goals.
Bob is the financial advisor to a diverse group of individuals and families, including executives, attorneys, physicians, engineers, professors, retirees and many others. His clients are located in Metro Detroit and across the United States.
Bob began his investment career as an independent financial advisor in 1990, joining his father David Drake who founded the firm in 1966.
Bob holds a BBA in Business from Western Michigan University. He is a member of the Society of Financial Service Professionals, and the National Association of Insurance and Financial Advisors. He has earned certification as a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Retirement Income Certified Professional (RICP) and Accredited Investment Fiduciary (AIF). Based on sales, Bob is a Qualifying and Life Member of the Million Dollar Roundtable.
Bob is also a member of the Birmingham Lions club. He is an active leader in local youth sports. He resides in Beverly Hills, Michigan with his Wife, 2 Children, and Cazzie the wonder dog.