Self Introduction:
Auri Elan Financial (Auri Elan) is an independent full-service wealth management firm specializes in providing comprehensive and objective investment consultation and financial planning to individual investors, companies, select group of families and entrepreneurs.
Auri Elan was founded on the principles of Expertise, Loyalty, Independence, Tenacity, and Enthusiasm (ELITE). The mission of Auri Elan is to provide each and every client with sound unbiased advice, exceptional personal service, and high quality suitable investments while treating clients with diligence and respect and acting in their best interests at all times.
Richard Suder, President and Founder of Auri Elan, 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).
Auri Elan provides clients customized advices on investment planning (Stock, Bond, ETF, Mutual Funds, Option), retirement planning (401k, IRA), education planning (529), insurance planning (Life, LTC), estate planning (Wealth transfer) and etc.
Call 617-276-6458 or email richard.suder@lpl.com for a free portfolio review and see how Auri Elan Financial will make a difference in your finance and life.
Securities offered through LPL Financial. Member FINRA/SIPC. read more