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A.E.I. Financial Group

Santa Rosa, Petaluma, Windsor and Sonoma Investment Portfolio Analysis, Social Security Maximization and Investment Management

Santa Rosa, Petaluma and Windsor Group Insurance Provider

Employee in workstation working

Sorting through a multitude of insurance options to find the best group benefits package for your business in Santa Rosa, Petaluma and Windsor can be a challenge for any employer. Offering a wide range of insurance products at affordable rates, A.E.I. Financial Group provides straightforward guidance and sensible group plans that are tailored to suit today’s business owner’s requirements.

Attract the Best Workforce

Few people have the ability to save a significant amount of their income for when they need it most, an emergency. Furthermore, with the rising cost of, well, everything, finding employment with insurance coverage is basically a necessity nowadays. Thus having insurance for your employees is no small matter.

A.E.I. Financial Group will conduct a thorough needs analysis of your business and discuss your precise goals. Whether you are looking to attract the very best workforce with attractive benefits packages or improve employee retention with upgraded benefits, we offer a variety of tailored insurance solutions that address your needs and budget.

A.E.I. Financial Group group insurance plans for employees can include:

Group Health

Our experienced Santa Rosa, Petaluma and Windsor insurance agents...

Your employees will benefit and so will your business with plans designed by A.E.I. Financial Group!

Dental and Vision

Since costs and services may vary with each plan, A.E.I. Financial Group agents are trained to optimize....

Regardless of how many people you employ, A.E.I. Financial Group offers a wide variety of dental and vision programs for businesses large or small and provides quality customer service that helps ensurs you find appropriate programs at a competitive price. Call us to learn more about the many affordable health insurance plans available for your business.

Life and Health Insurance:

You only have one life. You should have the security of knowing that there are safety measures in place for you and your family in the event of a medical issue or emergency.


Our insurance agents consistently provide tailored insurance solutions designed according to your business needs.

With long standing access to multiple insurance carriers, A.E.I. Financial Group helps ensure that, as an employer...

Long Term Care:

Beyond regular medical insurance there is LTC insurance which is there to help individuals who require an extended period of heath care that more general insurances do not cover.

Personalized Service

A.E.I. Financial Group offers attentive customer service and special attention to detail. Our team of employee benefit insurance agents are dedicated to streamlining the process of deciding which group benefits packages that are precisely tailored to your business. Call or email for answers to any questions you may have.