Drake Financial, LLC

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7400 Carmel Executive Park
Charlotte, NC 28226

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(704) 752-8400
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Reviews
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Best

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 al...

Worst

All reviews seem positive

Great College Funding Plan 5/19/2007

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 more
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Best Financial Advice 8/10/2006

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 more
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Best Insurance Agents! 7/13/2006

I felt at ease with this firm. They asked lots of questions and determined what I needed before they asked me to buy a product. I would highly reccommend this firm! Very professional with no pressure. Buying life insurance can be confusing but my wife and I felt comfortable during the whole process. Pros: The process that they took us through to help us understand what we needed. Cons: Nothing more
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Editorial

  • Evaluates financial situations and goals to match clients with appropriate life insurance, health coverage, retirement plan and business group benefits.

  • 8/4/2006 Provided by Citysearch
Additional information
  • Hours: Mon-Fri 8:30am-5pm
  • Neighborhoods: Carmel
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