A.E.I. Financial Group logo

A.E.I. Financial Group

Santa Rosa, Petaluma and Novato Investment Portfolio Analysis, Social Security Maximization and Investment Management

Contact Information

Rohnert Park CA, 94928

Office Address

3558 Round Barn Boulevard

Suite #200

Santa Rosa, CA 95403

Methods of Payment

Visa Mastercard American Express Debit Card Discover Cash Check PayPal

*Insurance broker fees may come into play depending on the extent of insurance planning that is done and the time spent.*

Get in touch with us today

Submit Form

Eric Imbuelten offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. A.E.I. Financial Group is not a registered investment advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Eric Imbuelten, independent agent.

A.E.I. Financial Group, Eric Imbuelten, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Eric Imbuelten, and our editorial staff.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State(s) Eric Imbuelten, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.