About Dennis Drake
“I’ve been in practice for 35 years. I am the only financial advisor in the Mid-Atlantic area that is a Certified Tax and Business Planning Advisor. I’m also one of the only advisors in the entire region that offers a virtual family office practice - that means we offer every facet of financial planning including tax, estate, wealth management, asset protection, legacy planning, retirement, planning, etc. And, as the Managing Director for all of these financial services, I have systems in place that allow me to keep my finger on the pulse of every plan we put in place so that I can ensure predictable success. Teamwork makes the dream work! I’m looking forward for the opportunity to meet you.”
Let me help you
get the best annuity
for your needs.
get the best annuity
for your needs.
Dennis is a very knowledgeable and always looking out for my best interests. I call him with questions almost weekly. LOL. He is very patient and always takes the time explain everything to me. I don't know what I would do without his guidance. All I can say is, I wish I would have met him years ago.
Barb S.
Retired
Dennis was the advisor I was looking for. He is so knowledgeable and helpful. I found him through the Ed Slott organization. He has got me set up to get more income than I could ever imagine for my retirement. Thank you, thank you, thank you! He also showed my husband how he could afford his dream screened in porch. (inside joke)
Patty K.
Retired