A.E.I. Financial Group
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A.E.I. Financial Group

Serving the North Bay with unique and personalized Investment Management and Estate Planning from a professional Tax Background
The Lighthouse clarifying and achieving your financial dreams.

A.E.I. Financial Group Investment Portfolio Analysis, Social Security Maximization and Investment Management
A.E.I. Financial Group Investment Portfolio Analysis, Social Security Maximization and Investment Management
A.E.I. Financial Group Investment Portfolio Analysis, Social Security Maximization and Investment Management
A.E.I. Financial Group Investment Portfolio Analysis, Social Security Maximization and Investment Management

Serving Santa Rosa, Petaluma, Novato, and the entire North Bay Area

Serving Santa Rosa, Petaluma, Novato, and the entire North Bay Area

Financial Services for Individuals and Businesses of Santa Rosa, Petaluma, Novato, and the entire North Bay Area.

A.E.I. Financial Group offers affordable coverage for your insurance needs. We work closely with clients to find the appropriate mix of coverage options from our long established associations with carriers available to Santa Rosa, Petaluma, Novato, and the entire North Bay Area individuals, families and business owners.

From life insurance to analyzing your health care needs and options, A.E.I. Financial Group helps you plan your finances so you can properly prepare for retirement.

Personalized Service

Trustworthy and Knowledgeable

Your personal consultant is committed to staying informed on a range of options affordable rates.

Personalized Service

Our team of employee benefit insurance agents are dedicated to streamlining the process of deciding which group benefits packages that are tailored to your business.

With access to a wide range of carriers in Santa Rosa, Petaluma, Novato, and the entire North Bay Area, A.E.I. Financial Group offers a diverse selection of personal insurance strategies that can be designed to meet your specific needs. We are committed to providing exceptional customer service by tailoring insurance packages for individuals and families that may offer protection and peace of mind.

Within today's complex financial marketplace, obtaining insurance is not always a simple matter. Our insurance agents will find the rates and tailor insurance strategies according to your goals and specific concerns.

Assessing Your Insurance Needs

A.E.I. Financial Group insurance agents provide needs assessments and assist you with determining the level of risk in key areas that may require special consideration.

Annuity:

Designed to meet long-term needs for retirement income and provide guarantees against the loss of principal and credited interest, annuities may be a way to protect future prosperity.

We will gladly guide you through the process step by step so that you end up with exactly the strategy you were looking for.