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.

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.

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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