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Directory:Auri Elan Financial Group (view source)
Revision as of 18:34, 7 September 2010
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<!-- The following is a simple Infobox designed to identify a COMPANY. You should feel free to add your own content to any of the missing elements. The few items pre-filled here are intended to "just get you started" with some basic formatting and semantic tagging. -->
{{Infobox_Company
| company_name = [[Company_Name::Auri Elan Financial Group]]
| company_logo = [[Image:]]
| company_slogan = ''The Spirit of Investing''
| company_type = [[Company_Type::Private Company]]
| genre =
| foundation = [[Year_Started::2004]]
| founder =
| location = {{flagicon|US}} [[City::Newton]], [[State_Name::Massachusetts]], [[Country_Name::United States|USA]]
| key_people = [[Key_Person1::Richard Suder, CFA, CFP®, ChFC, CLU, CRPS, AAMS]], [[Key_Person1_Title::President]]
| industry = [[NAICS_Code1_Title::Wealth Management]]<br>[[NAICS_Code2_Title::Independent Financial Advisor|Certified Financial Planner]]
| products = <!-- You can list the company's products here. -->
| revenue =
| operating_income =
| net_income =
| num_employees = {{profit}} [[Employees::3]] (2010)
| parent = <!-- Link to a parent company here. -->
| subsid = <!-- List any subsidiary operations here. -->
| owner = <!-- Useful for privately or closely-held firms. -->
| contact = [[Address::1185 Washington St Suite 2]]<br>Newton, [[State_Code::MA]] [[Zip::02465]]-[[Plus4::0000]]<br>[[Phone::617.329.1185]]<br>Web: [http://aurielan.com]
| reference = <!-- Reference items help facilitate search engine optimization (SEO) -->[[NAICS]]: [[NAICS_Code1::]], [[NAICS_Code2::]]<br>[[Property:Region1|Region]]: [[Region1::Middlesex County]]<br>[[Latitude]]: [[Latitude::42°20'12"]]<br>[[Longitude]]: [[Longitude::71°12'35"]]
| footnotes =
}}
'''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.
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!
<!-- The following gives the user an example of one way to footnote a reference citation. -->
== 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).
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==Photo gallery==
<gallery>
image:
image:
</gallery>
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==References==
<div class="references-small" style="-moz-column-count:1; column-count:1;">
<references />
</div>
== External links ==
*[http://www.aurielan.com/ Auri Elan Financial Group]
===Share this page===
<sharethis />
===Geolocation===
{{Mapit-US-cityscale|35.019608|-90.025098}}
<!-- They do not appear in the actual page. -->
<!-- The following is a simple Infobox designed to identify a COMPANY. You should feel free to add your own content to any of the missing elements. The few items pre-filled here are intended to "just get you started" with some basic formatting and semantic tagging. -->
{{Infobox_Company
| company_name = [[Company_Name::Auri Elan Financial Group]]
| company_logo = [[Image:]]
| company_slogan = ''The Spirit of Investing''
| company_type = [[Company_Type::Private Company]]
| genre =
| foundation = [[Year_Started::2004]]
| founder =
| location = {{flagicon|US}} [[City::Newton]], [[State_Name::Massachusetts]], [[Country_Name::United States|USA]]
| key_people = [[Key_Person1::Richard Suder, CFA, CFP®, ChFC, CLU, CRPS, AAMS]], [[Key_Person1_Title::President]]
| industry = [[NAICS_Code1_Title::Wealth Management]]<br>[[NAICS_Code2_Title::Independent Financial Advisor|Certified Financial Planner]]
| products = <!-- You can list the company's products here. -->
| revenue =
| operating_income =
| net_income =
| num_employees = {{profit}} [[Employees::3]] (2010)
| parent = <!-- Link to a parent company here. -->
| subsid = <!-- List any subsidiary operations here. -->
| owner = <!-- Useful for privately or closely-held firms. -->
| contact = [[Address::1185 Washington St Suite 2]]<br>Newton, [[State_Code::MA]] [[Zip::02465]]-[[Plus4::0000]]<br>[[Phone::617.329.1185]]<br>Web: [http://aurielan.com]
| reference = <!-- Reference items help facilitate search engine optimization (SEO) -->[[NAICS]]: [[NAICS_Code1::]], [[NAICS_Code2::]]<br>[[Property:Region1|Region]]: [[Region1::Middlesex County]]<br>[[Latitude]]: [[Latitude::42°20'12"]]<br>[[Longitude]]: [[Longitude::71°12'35"]]
| footnotes =
}}
'''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.
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!
<!-- The following gives the user an example of one way to footnote a reference citation. -->
== 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).
<!-- The following are examples of advertising templates. If you'd like to help MyWikiBiz earn some small amount of revenue to help us offset our substantial server costs, please consider adding any of these advertising templates to your live, finished page. Or, if you have your own advertising affiliate code, you are welcome to embed your own advertising script here (must be family-appropriate ads, e.g., no pornography or online gambling), keeping for yourself all the revenues generated through legitimate click-throughs. Of course, you are also welcome to remove all advertising from your finished page. It's your choice! -->
<!-- {{GKAdBrite}} -->
<!-- {{GKAnt}} -->
<br> <!-- This is how you force a line break. -->
<br clear="all"> <!-- This is a line break that forces content to clear its surroundings entirely, even after word-wrapped text that surrounds an image, for example. -->
<!-- You can design a photo gallery of your employees, your products, or relevant pictures found on MyWikiBiz. -->
==Photo gallery==
<gallery>
image:
image:
</gallery>
<!-- This is where the footnotes show up. -->
==References==
<div class="references-small" style="-moz-column-count:1; column-count:1;">
<references />
</div>
== External links ==
*[http://www.aurielan.com/ Auri Elan Financial Group]
===Share this page===
<sharethis />
===Geolocation===
{{Mapit-US-cityscale|35.019608|-90.025098}}