Personal Service for All Your Investment Needs
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,
For a better understanding of our firm, and our process, please explore our Approach and Services.
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The FINANCIAL ADVOCATE APPROACH
Finding financial leadership and accountability today is more important than ever before. At Drake Financial, we’ve developed a unique process, The Financial Advocate Approach (TM), to clarify confusing financial decisions and to deliver wealth-building strategies for our clients. Let us help you build your financial future.
We know that you have unique financial goals and that success in reaching these goals requires an understanding of your priorities. The first step in our process is a conversation about your vision for a financial future, and establishes a framework for moving forward together.
We Are Thorough:
Because of our experience and industry knowledge, we can transform vision, into measurable results. The Strategic Wealth Plan allows us to outline the financial solutions we have tailored to meet your financial objectives.
We Follow Through:
Our team is actively involved in your financial goals. Upon establishing your plan, we will meet to outline your account statements and provide web training for the online component of your account maintenance. This personalized attention provides an added level of service for each and every client.
We Measure Growth:
In reflecting on the year, we will review results and establish new goals. This allows us the opportunity to evaluate your progress and identify opportunities ahead. Always available, we provide reliable support and guidance throughout the course of your financial planning.
We Deliver Dedicated, Customized Financial Guidance:
Contact Us at (248) 731-7083
Our Services, How We Work for You:
- Portfolio Allocation
Retirement Income Planning
- 529 Accounts
Estate Legacy Planning
- Life Insurance
Why Choose Drake Financial Services?
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 Bob.Drake@lpl.com.
Click here – Bob’s Personal Message to You
3155 West Big Beaver, Suite 117, Troy, MI 48084 – 248.731.7083
© 2020, Drake Financial Services. All rights reserved.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Drake Financial Services are separate entities from LPL Financial.