Auri Elan Financial Group 1185 Washington Street Category: Asset Management
|
More Contacts Of Auri Elan Financial Group
6173700507 (Fax)
6173291185 (Customer Service)
2038060168 (Customer Service)
http://www.linkedin.com/in/richardsuder (LinkedIn)
Company representatives
Phone: 6173291185
About Auri Elan Financial Group
An independent full-service wealth management firm based in Newton, MA. President: Richard Suder, CFA, CFP??, ChFC, CLU, CRPS, AAMS.
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). Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC.
Products and Services
- Retirement Planning: IRA, Roth
- Insurance: Auto, Home, Life, Business
- Education Planning: 529, Coverdell
Business categories
- Financial Advisory Services
- Stock and Bond Brokers
Location Type
Headquarters
Revenue
$725,000 - $750,000
Employees
2 to 4
Years In Business
20
Memberships
- CFA Institute
Brands
- American Funds
- Jackson
- Hartford
- Advisory
- Mutual Funds
- Franklin Templeton
- Metlife
- Goldman Sachs
- Stocks
- ETFs
- Annuities: Prudential
- John Hancock
- Alternative Investments
- Bonds
Additional information
Chartered Financial Analyst (CFA), Certified Financial Planner (CFP??), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Retirement Plan Specialist (CRPS),
Rating
Browse U.S. states for Asset Management
