Comprehensive Financial Planning & Wealth Management with Tax Advising

A.E.I. Financial Group Logo

Comprehensive Financial Planning & Wealth Management with Tax Advising

Located in Santa Rosa also serving Petaluma, Novato, Rohnert Park & Windsor

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Life Insurance
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The Experienced Lighthouse, Cutting Through the Fog of Financial Planning

A.E.I. Financial Group is the insurance firm of choice in the area. Our strong affiliations with reputable insurance carriers enable us 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 us now at (707) 538-8027 to speak with a professional.

A Complete Range of Insurance Plans

Our insurance agency has expertise in distributing a full range of insurance products. Our staff comprises specialists in every sector of estate, small business and personalized insurance marketplace.

Some first-rate policies we offer include:

  • Life and health insurance
  • Dental and vision insurance
  • Senior life insurance
  • Medicare insurance
  • and more

Any questions? We’re here to answer any questions you may have. Call us!

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Non-Committal Consultations with Insurance Agents

When you reach out to us, we’ll set up an appointment time, either in-person or over-the-phone, as it suits you. Our advisors take the time to get to know our clients. We’ll begin our consultation by listening carefully to your wants, needs, and budget.

Only when we understand your desired criteria intimately, will we start our hunt to locate the perfect policy for you.

From there, we’ll leverage our market relationships to display several leading coverage options before you. Alongside our products, we’ll transparently inform you of their respective pricing details.

Insurance Advisors with a Track Record of Success

Licensed, insured, and experienced, our insurance consultants have earned themselves a well-deserved reputation for superior customer service and skill.

We work with integrity—supplying our clients with candid, expert advice, and caring customer service. Our staff combines in-depth product knowledge and unparalleled talent to consistently match our clients with customized, affordable insurance that covers all their bases.

Our goal is the same as yours: to find the best coverage at the best price. We’ll work tirelessly on your behalf to do just that.

Free Consultations Available
Free Quotes
Available by Appointment
Family Owned
Certified and Licensed Professional

Fast and Efficient Insurance Services


"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

Contact the Premier Insurance Brokerage Firm

A.E.I. Financial Group is the authoritative provider of comprehensive insurance services. Our recommendations are personalized and tailored to your needs. You can count on us 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 us today to book a no-obligation consultation.

Contact us now to get a free estimate
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