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