Raskin Planning Group

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

175 Federal St Ste 1050, Boston, Massach...

Phone Number

(617) 728-7433

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About Raskin Planning Group

Raskin Planning Group specializes in helping small business owners and families navigate their wealth journey with clarity and confidence. They offer a comprehensive range of services including retirement planning, tax strategy, estate planning, and wealth management. With over 100 years of collective experience, their dedicated team is committed to securing clients' legacies and ensuring their financial goals are met. The firm emphasizes a structured six-step process tailored for clients who are serious about their financial planning.Explore more
Raskin Planning Group's Social MediaPopular SearchesRaskin Planning GroupPeter A RaskinRaskin InvestmentsPeter RaskinRaskin Investments LtdSIC Code 62,628NAICS Code 52,523Show more

Raskin Planning Group Org Chart

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Client Service Investment Specialist

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Client Service Specialist

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Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Raskin Planning Group

<$5M
1-10
Private
-
2001
AL
Alexander LaCroceClient Service Investment Specialist
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
SF
Shannon FreamPlanner Assistant
<$5M
1-10
Private
-
-
JA
Jordan AndrewPrivate Financial Wealth Advisor & Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JM
Jennifer MenziesPractice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Raskin Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Raskin Planning Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Raskin Planning Group.

Raskin Planning Group Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Raskin Planning Group

What is Raskin Planning Group's official website?
Raskin Planning Group's official website is www.raskinplanning.com
What is Raskin Planning Group's Revenue?
Raskin Planning Group's revenue is <$5 Million
What is Raskin Planning Group's SIC code?
Raskin Planning Group's SIC: 62,628
What is Raskin Planning Group's NAICS code?
Raskin Planning Group's NAICS: 52,523
How many employees does Raskin Planning Group have?
Raskin Planning Group has 1-10 employees
What industry does Raskin Planning Group belong to?
Raskin Planning Group is in the industry of: Finance, Securities Trading
What is Raskin Planning Group competition?
Raskin Planning Group top competitors include: SiteQuest Technologies, Sagemark Consulting, Monument Retirement Advisors, Broadridge Financial Solutions
What technology does Raskin Planning Group use?
Some of the popular technologies that Raskin Planning Group uses are: Cloudflare Website Optimization, Google Tag Manager, FMG Suite, Amazon Web Hosting
How do I contact Raskin Planning Group?
Raskin Planning Group contact info: Phone number: (617) 728-7433 Website: www.raskinplanning.com
What does Raskin Planning Group do?

Raskin Planning Group specializes in helping small business owners and families navigate their wealth journey with clarity and confidence. They offer a comprehensive range of services including retirement planning, tax strategy, estate planning, and wealth management. With over 100 years of collective experience, their dedicated team is committed t... o securing clients' legacies and ensuring their financial goals are met. The firm emphasizes a structured six-step process tailored for clients who are serious about their financial planning.Read More

What are Raskin Planning Group social media links?
Raskin Planning Group Linkedin page Raskin Planning Group Twitter page Raskin Planning Group Facebook page
Is Raskin Planning Group a public company?
Raskin Planning Group is private company therefore does not currently have an official ticker symbol
See more information about Raskin Planning Group

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