As the founder of Auri Elan Financial Group, I am an experienced independent LPL financial advisor specializing in providing comprehensive and objective investment consultation, financial and insurance planning to individual investors, companies, select group of affluent families and entrepreneurs.
I believe it is important to take a holistic approach to wealth management and aims to manage all aspects of my client’s financial situation. I provide clients customized advice on investment planning (Including Green Investing and Socially Responsible Investing), retirement planning, education planning, insurance planning, estate planning and etc.
Please contact me for a complimentary Portfolio (Morningstar Instant X-Ray) and Insurance Review.
Please join my LinkedIn Groups: Innovestive Club of America, Greater Boston Konnection, Greater Boston Chinese Association and Overseas Chinese Talent Pool - one of the largest Linkedin Chinese groups with about 45,000 members.
Your Finance Deserves Nothing Less!
Best Regards,
Richard Suder, CFA, CFP®