Auri Elan Financial Group

Description

• President: Richard Suder, CFA, CFP®, ChFC, CLU, CRPS, AAMS.Auri Elan Financial Group (Auri Elan) is an independent full-service wealth management firm specializes in providing comprehensive and objective investment consultation, financial and insurance planning to individual investors, companies, select group of affluent 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 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.Please contact us at 617-329-1185 or richard.suder@lpl.com for a complimentary Portfolio and Insurance Review.Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor, Member FINRA/SIPC.
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  Headquarters:1185 Washington Street Suite 2, Newton, Massachusetts, United States

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  Phone Number: +1 617-329-1185

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  Website: https://www.aurielan.com

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  Employees:4

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  Revenue:$0 - 1M

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  Legal Name:Auri Elan Financial Group

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• |  NAICS Code: 523930  |

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