Some details about this business have recently been edited by the community.
View changes (?)
close
Sep 28 2009 - New Information Submitted
- Auri Elan Financial
- (617) 276-6458
- http://www.aurielan.com/
- 1185 Washington St Ste 2
- Newton
- MA
- 02465
- richard.suder@lpl.com
- 617-370-0507
- Financial Planning,Investment Brokerages,Financial Consulting,Mutual Funds
- Monday 09:00 AM - 5:00 PM Tuesday 09:00 AM - 5:00 PM Wednesday 09:00 AM - 5:00 PM Thursday 09:00 AM - 5:00 PM Friday 09:00 AM - 5:00 PM Saturday Closed Sunday Closed - By Appointment
- Check
- Retirement (IRA 401k) Education (529) Estate Planning Insurance
- Commission and Fee Based Programs Multi-family Office SBOs.
- English Chinese
- WealthVision; Stock Bond ETF Mutual Fund Option
- CFA CFP ChFC CLU CRPS AAMS
close
Some information about this business was submitted to Yahoo! by a user. Click on the 'View changes' Proposed by a Yahoo! User link to see what else the community says before making plans.
User Rating: 5 out of 5 stars (3 ratings)
Auri Elan Financial - Richard Suder, CFA, CFP
- (617) 329-1185
1185 Washington St, Ste 2, Newton, MA
02465
Get directions
Cross Streets: Between Dunstan St and Kempton Pl
42.349362
-71.221873
Own this business? Get guaranteed top placement.
| Hours: | Monday 09:00 AM - 5:00 PM, Tuesday 09:00 AM - 5:00 PM, Wednesday 09:00 AM - 5:00 PM, Thursday 09:00 AM - 5:00 PM, Friday 09:00 AM - 5:00 PM, Saturday Closed, Sunday Closed - Also available by appointment. Securities offered through LPL Finacial. Member FINRA/SIPC. |
| Categories: | Investment Services, Financial Planning, Insurance, Life Insurance |
| Payment: | Check |
| Miscellaneous Phone Numbers: | 203-806-0168 |
| Specialities: | Free Portfolio Review |
| Brands: | Bond, ETF, Mutual Fund, Option, WealthVision; Stock |
| Associations: | Designations: CFA, CFP, ChFC, CLU, CRPS, AAMS |
| Products and Services: | 401k), Education (529), Estate Planning, Insurance, Retirement (IRA |
| Languages Spoken: | English, Chinese. |
| Other Contact Info: | Fax: 617-370-0507 Email: richard.suder@lpl.com |
Recent Reviews
1-3 of 3 Write a review
User Rating: 5 out of 5 starsRichard is a very friendly and professional financial planner. He also has an open door policy, so I feel comfortable calling him whenever I have questions. I can count on him to provide thorough explanations to my questions, and in a way that I can understand. Richard makes me feel that he has my best interest at heart and I trust the decisions and suggestions that he makes regarding my investments. I would not hesitate to recommend Richard to friends who may be seeking assistance from a financial planner.
-
User Rating: 5 out of 5 stars
Would highly recommend Auri Elan Financial to help you achieve your financial goals. Richard really took the time to understand my needs and taylor the investment strategy specific to my risk tolerance level, investment horizon and ultimate goal. He is professional, responsive and diligent. Extremely delighted with his service.
-
User Rating: 5 out of 5 stars
Richard is a very friendly, professional and knowledgeable financial advisor. I greatly value his investment advice. The balanced portfolio gives me a clear picture what to expect.
Reviews 1-3 of 3
You Might Also Like
- Ubs Financial Service146 Oliver St, Boston, MA
- Pena, Gustavo - Edward Jones Investments216 Washington St, Brookline, MA
- Brown Brothers Harriman50 Milk St, Boston, MA
- Watch City Financial Group967 Main St, Waltham, MA
Get Local Recommendations
- Find discussions about Auri Elan Financial - Richard Suder, CFA, CFP in Newton
- Ask locals for a recommendation on Auri Elan Financial - Richard Suder, CFA, CFP
More Search Options
- Search the web for Auri Elan Financial - Richard Suder, CFA, CFP in Newton, MA
- Reviews of Newton Financial Services on Yelp.com
-
Local Resources:
-
Advertiser Resources:
-
Newton Resources:
