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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New 2026 Medicare plans are Coming on October 15th. Contact us today to find out more.

Phone: (707) 538-8027

Text: (707) 595-9310

Email: eric@aeifinancial.net