Difference between revisions of "Directory:Auri Elan Financial Group"
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{{Infobox_Company | {{Infobox_Company | ||
| company_name = [[Company_Name::Auri Elan Financial Group]] | | company_name = [[Company_Name::Auri Elan Financial Group]] | ||
| − | | company_logo = | + | | company_logo = |
| company_slogan = ''The Spirit of Investing'' | | company_slogan = ''The Spirit of Investing'' | ||
| company_type = [[Company_Type::Private Company]] | | company_type = [[Company_Type::Private Company]] | ||
Latest revision as of 19:45, 7 September 2010
| Auri Elan Financial Group | |
| Slogan | The Spirit of Investing |
|---|---|
| Type | Private Company |
| Founded | 2004 |
| Headquarters | Template:Country data US Newton, Massachusetts, USA |
| Key people | Richard Suder, CFA, CFP®, ChFC, CLU, CRPS, AAMS, President |
| Industry | Wealth Management Certified Financial Planner |
| Employees |  3 (2010) |
| Contact | 1185 Washington St Suite 2 Newton, MA 02465-0000 617.329.1185 Web: [1] |
| Reference | NAICS: , Region: Middlesex County Latitude: 42°20'12" Longitude: 71°12'35" |
Auri Elan Financial Group (Auri Elan) is an independent full-service wealth management firm based in Newton, MA. We specialize in providing comprehensive and objective investment consultation, financial and insurance planning to individual investors, companies, select group of affluent families and entrepreneurs. We are dedicated to be the most trusted and competent independent financial advisors/planners and insurance agents for residents of Newton (Auburndale, Chestnut Hill, Newton Centre, Newton Corner, Newton Highlands, Newton Lower Falls, Newton Upper Falls, Newtonville, Oak Hill, Thompsonville, Waban, West Newton), other Greater Boston communities (Acton, Andover, Belmont, Brookline, Cambridge, Dedham, Dover, Lexington, Needham, Waltham, Wellesley, Weston, Westwood, West Roxbury, and etc), and those states in which we are currently registered: Massachusetts (MA), Connecticut (CT), Alabama (AL), Georgia (GA), Illinios (IL), New York (NY), New Jersey (NJ), Rhode Island (RI).
Auri Elan was founded on the principles of Expertise, Loyalty, Independence, Tenacity, and Enthusiasm (ELITE). The mission of Auri Elan is to help our clients achieve their financial goals and dreams by providing sound unbiased advice, exceptional personal service, and high quality suitable investments and insurance while working diligently in their best interests at all times. Auri Elan consists of four divisions: 1. Auri Elan Financial - Investment, Retirement, Education, Insurance, and Estate Planning and Implementation; 2. Auri Elan Insurance - An independent insurance agency for your Auto, Home, Life, Health, and Business insurance needs; 3. Auri Elan Retirement Plans - Design, install, and maintain retirement plans for companies and small-business owners; 4. Yillionaire Family Office - A multi-family office (MFO) established for families with exceptional wealth.
Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC.
If you do not take medical advice from anyone other than an MD, why should you settle your finance with anyone less than a CFA Charterholder and CFP Practitioner? Please contact us for a complimentary Portfolio and Insurance Review. Thank you for your consideration, business, and referral!
Contact us at 617-329-1185 or richard.suder@lpl.com.
History
Richard Suder has a scientist background, a MBA degree, and over 5 years of professional experience. He also holds various prestigious professional designations in the financial planning field including Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Retirement Plan Specialist (CRPS®), and Accredited Asset Management Specialist (AAMS®). Richard passed 3 levels of CFA exams and other designation exams all on first attempts. Richard is also a member of CFA Institute, Boston Security Analysts Society (BSAS), and Hartford CFA Society.
Richard currently holds his series 7, 24, 63, and 66 securities registrations and is life and health insurance licensed. Richard is a LPL Registered Principal and an Investment Advisor Representative (IAR).
Photo gallery
References
External links
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