Comprehensive Financial Planning & Wealth Management with Tax Advising

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Comprehensive Financial Planning & Wealth Management with Tax Advising

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

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A.E.I. Financial Group Service Areas

Annuities

A.E.I. Financial Group is the leading choice for annuity insurance policies. I shop the most competitive deals available on the market, helping you minimize contributions while maximizing your output.

Dental And Vision Insurance

A.E.I. Financial Group provides dental and vision insurance in the surrounding area. Since opening my doors, I’ve made a name for myself as the area’s leading insurance broker, offering competitive rates for some of the most comprehensive policies on the market.

Disability Insurance

A.E.I. Financial Group is the leading disability insurance broker. I offer a range of insurance products for both long- and short-term disability claims, all designed to maximize your coverage while keeping your costs to a minimum.

Group Health Insurance

A.E.I. Financial Group is the leading group health insurance broker. I offer a wide range of insurance options suited to businesses both large and small. I help you shop the most competitive insurance plans on the market.

Life And Health Insurance Benefits

If you are looking to purchase life and health insurance, look no further than A.E.I. Financial Group. I am the leading local insurance broker, offering a complete range of packages at incredibly fair price points.

Life Insurance

A.E.I. Financial Group is the leading life insurance broker. I help families, individuals, and employers shop the most competitive deals on the market. I help you stay financially stable, no matter what comes your way.

Medicare Advantage

A.E.I. Financial Group is the Medicare Advantage specialist. Medicare Advantage, also known as Medicare Part C, covers everything that Original Medicare does—and more. With dental coverage, prescription coverage, and beyond, this private insurance option safeguards clients from medical costs, hospital fees, and other charges you may incur over your lifetime.

Medicare Insurance

A.E.I. Financial Group is the leading broker for Medicare insurance. I help my clients navigate the insurance industry, discover their options, and save money on their medical costs wherever possible.

Medicare Supplement

If you’re looking for insurance to supplement your Medicare plan, look no further than A.E.I. Financial Group. I am the leading health insurance broker. I provide a complete range of services to help you shop, compare, and select a supplemental insurance plan that fits your needs and budget.

Senior Life Insurance

A.E.I. Financial Group is proud to be a leading broker for senior life insurance. I help my customers discover their options, compare insurance policies, and find the right one for them. Friendly, knowledgeable, and professional, my service is second to none.

Tax Planning

I’ll advise you on how to take full advantage of every tax deduction opportunity available, both today and in the future.

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