FINANCIAL STRAGEGIST
The Experienced Lighthouse, Cutting Through the Fog of Financial Planning
A.E.I. Financial Group is the insurance firm of choice in the area. My strong affiliations with reputable insurance carriers enable me to offer a full range of value-driven products for all types of clients and situations.
Protect yourself with a premium insurance package at the most competitive rates in the area. Call now at (707) 538-8027 to get started..
A COMPLETE RANGE OF INSURANCE PLANS
My insurance agency has expertise in distributing a full range of insurance products. I’m a specialist in every sector of estate, small business and personalized insurance marketplace.
Some first-rate policies I offer include:
- Life and health insurance
- Dental and vision insurance
- Senior life insurance
- and more
Any questions? I’m here to answer any questions you may have. Call today!
NON-COMMITTAL CONSULTATIONS WITH AN INSURANCE AGENT
When you reach out to me, I’ll set up an appointment time, either in-person or over-the-phone, as it suits you. I’ll take the time to get to know you during a consultation by listening carefully to your wants, needs, and budget.
Only when I understand your desired criteria intimately will I start my hunt to locate the perfect policy for you.
From there, I’ll leverage my market relationships to display several leading coverage options before you. Alongside my products, I’ll transparently inform you of their respective pricing details.
INSURANCE ADVISOR WITH A TRACK RECORD OF SUCCESS
Licensed, insured, and experienced, I’m an insurance consultant who has earned myself a well-deserved reputation for superior customer service and skill.
I work with integrity—supplying my clients with candid, expert advice, and caring customer service. I combine in-depth product knowledge and unparalleled talent to consistently match my clients with customized, affordable insurance that covers all their bases.
My goal is the same as yours: to find the best coverage at the best price. I’ll work tirelessly on your behalf to do just that.
FAST AND EFFICIENT INSURANCE SERVICES
TESTIMONIALS
"I have enjoyed working with Eric. He is knowledgeable and helpful and caring and listens to my particular needs and goals. I highly recommend him to anyone looking for assistance with their investment needs. He's great!!"
- Dianne Pierce
"Eric has been taking care of our family's financial security for a few years now, and he always delivers excellent personalized service for us."
- Chris Schloemp
"Eric is an excellent source of ongoing IRA wisdom and carries Allianz products that fit my needs. He did my company's taxes when I needed them done first on short turnaround. It is very important to have a connection with a trusted person who is an adviser, and that is Eric and AEI Financial!!"
- Gregg Jann
Review Letters
Reference Letters
CONTACT THE PREMIER INSURANCE BROKER
A.E.I. Financial Group is the authoritative provider of comprehensive insurance services. My recommendations are personalized and tailored to your needs. You can count on me to source a policy that will secure your future.
Get the best insurance. At the best price.
Experience the peace of mind that comes with knowing you’re protected in every circumstance. Get in touch with me today to book a no-obligation consultation.