Bucks County Wealth Management

Grant helped our company navigate the process of starting our own 401(k) in 2021, taking much of the hassle out of the process. He made a complex set of procedures fairly simple, straightforward and transparent. Extremely friendly, helpful, accessible and proactive. Our highest recommendation.

I've worked closely with the Team at MGR Financial Management, specifically Grant and Heather, for more than 10 years now, and I can't say enough great things about them both. Extremely professional, very knowledgeable, and always putting their client's needs first and foremost. If you have the opportunity to work with Grant or Heather, you're in for an incredible experience.

Joseph Ehmann
VP Sales & Marketing
Legacy Retirement Solutions, LLC (TPA)

My husband and I have been working with Grant for years. His communication and knowledge have helped us understand the markets and what is best for our portfolio.

Grant has been nothing but helpful and accommodating. He answers my questions quickly and clearly has a deep knowledge of his area of expertise! Highly recommend, and thank you!

Grant is one of the best in the business..... highly attentive to his clients and there when you need him..... Highly recommend Grant Raskin & MGR Financial!

Excellent 401K brokers and account reps. Highly recommend for any business.