Drake Financial, LLC
Charlotte, NC 28226
Phone: (704) 752-8400
- Cross Street:
- Carmel Road
- Hours:
- Mon-Fri 8:30am-5pm
Editorial Description for Drake Financial, LLC
Evaluates financial situations and goals to match clients with appropriate life insurance, health coverage, retirement plan and business group benefits.
User Reviews for Drake Financial, LLC
05/19/2007 Posted by coachdad01
As a busy father of three I was concerned about how I was going to pay for college costs. I was referred to a Financial Professional with Drake by a friend of mine. They got me all set up and they helped me understand that there were various ways to plan for this investment in my children. I would reccomend you call them if you have not started planning or if you just want to evalute your existing plan, they will provide a detailed analysis for you. I am glad my friend turned me on to Drake Financial.
Pros: Very Professional
Cons: I wish I had met them sooner
08/11/2006 Posted by april04jones
Met a representative at a Chamber of Commerce event. I was approached by a Drake Financial Representative and agreed to a meeting at my office. This advisor asked all of the right questions and offered advice and solutions. I am happy to say that I am now more informed as to what my money is doing and I am confident in their reccomendations. I have referred three of my co-workers and I would reccommend that you try them if you are unsure about retirement planning like I was.
Pros: Willing to accomadate my schedule, Convienent Location
Cons: None
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