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A.E.I. Financial Group

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

Service Areas

Investment Management

If you are looking for a diligent, established financial planning team to help you manage your investment portfolio, look no further than A.E.I. Financial Group. With a keen eye on the future, unmatched investment expertise, and options customized to your unique circumstances and goals, our financial advisors will act with your best interests at heart.

Santa Rosa

Social Security Maximization

The financial planners at A.E.I. Financial Group are here to provide you with information and strategies to maximize your social security benefits. If you are approaching your full retirement age or are considering early retirement, contact us for assistance.

Santa Rosa