Company Overview
- Headquarters
- 175 Federal Street Suite 1050, Boston MA
- Website
- raskinplanning.com
- Phone
- (617) 728-7433
- Employees
- 5
- Founded in
- 1984
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 5239 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$1B
Who is Raskin Planning Group
Raskin Planning Group is a small financial planning group based in Boston, Massachusetts. With three employees, the company generates an annual revenue of $2.5 million. They are not affiliated with Lincoln Financial Advisors, although Peter Raskin, a registered representative of Lincoln Financial Advisors Corp., is associated with the firm. Raskin Planning Group provides financial planning services to help clients achieve their ideal lives and wealth. They focus on helping clients control the aspects of their finances they can influence, while planning for uncertainties they cannot. This approach, which they call "The Wealth Journey," considers a client's resources and overall wealth to guide decision-making for both the present and future. The company emphasizes working closely with clients to understand their unique needs and goals. They personalize financial plans to reflect each client's individual circumstances, ensuring that they are equipped to navigate both the predictable and unexpected aspects of life. Raskin Planning Group can be reached through their website at raskinplanning.com.
Raskin Planning Group Tech Stack
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