Company Overview
- Website
- raskinplanning.com
- Phone
- (617) 728-7433
- Employees
- 5
- Founded in
- 1984
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$1B
Recent News & Media
Feeling triggered by market headlines? This week on The Wealth Is In The Details Podcast, Peter explains why our brains aren't always wired for long-term investing. He breaks down the common behavioral biases that lead us to react, overcorrect, and someti
- Jul 1, 2025
- linkedin.com
Timing is everything! Peter Raskin shares insights on why patience during tax season with 1099 forms can save you unnecessary corrections and stress. Get valuable tips for better tax planning in this episode of The Wealth Is In The Details Podcast! https://spot
- Jun 20, 2025
- facebook.com
Josh Durand - Marketing & Financial Planning Intern - Raskin Planning Group
- Mar 25, 2025
- linkedin.com
Raskin Planning Group, 175 Federal St, Ste 1050, Boston, MA 02110, US
- Nov 14, 2024
- mapquest.com
The Bucket: Living Fully and Avoiding Regrets with David Abend (Ep. 122)
- Sep 19, 2024
- raskinplanning.com
Home Page
- Sep 14, 2023
- raskinplanning.com
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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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 1M | 2 | Houston, TX | 2004 | |
| 1M | 5 | Chandler, AZ | 2017 | |
| 1M | 3 | Jacksonville, FL | 1990 | |
| 1M | 4 | Chicago, IL | 2004 | |
| 1M | 3 | Chicago, IL |