A.E.I. Financial Group logo

Serving the North Bay with unique and personalized Investment Management and Estate Planning from a professional Tax Background
The Lighthouse clarifying and achieving your financial dreams.

(707) 538-8027

Investment Management in Santa Rosa

If you are looking for a diligent, established financial planning team to help you manage your investment portfolio, look no further than A.E.I. Financial Group. With a keen eye on the future, unmatched investment expertise, and options customized to your unique circumstances and goals, our financial advisors will act with your best interests at heart.

When you choose our team as your investment management company, you’ll benefit from regular portfolio analysis reviews, one-on-one consultations, and endless possibilities for investing your way. We will help you plan for the future with confidence and security!

To schedule an appointment with one of our advisors, contact us today.


Personalized Investment Management Solutions

Investment management is a fascinating field, characterized by both security and volatility and is subject to change at any given moment. To ensure safe and rewarding investments and to get your money working for you in the best possible manner, you need to have expert advice and guidance. At A.E.I. Financial Group, we are pleased to offer just that.

We have assisted clients from all walks of life with their financial planning needs for several years. Among our many areas of expertise are:

  • Insurance
  • Retirement Planning
  • Investment Banking
  • …and all aspects of personal finance

Our services are tailored to each individual and family according to their specific needs. Regardless of what you are investing for— a new home account, a retirement income plan, or simply a rainy-day fund—we will bring your goals to fruition.

Portfolio Management, Analysis, and Diligent Financial Planning

Our financial advisors will guide you through all the intricacies of financial planning and personal investment. Whether you are a seasoned investor or are a relative newcomer to the process, we can inform and enlighten you.

We understand better than anyone the importance of saving and growing your money, which you have worked hard to earn and save. Based on your particular goals and needs, we recommend the best and most dependable investment options for your situation.

Our investment managers monitor your investment accounts judiciously and review your accounts with you as frequently as each quarter. At every step, you will have the advantage of expert and impartial advice on how best to move forward.

Your financial plan will be designed specifically with you and your prosperity in mind!

Experienced Financial Advisors Specializing in Investment Banking and Management

We have been providing invaluable financial guidance and services to Santa Rosa residents for years. We have developed a reputation not only for our investment prowess and success but for the importance we place on the consultation process.

Being trusted with the investment management needs of clients is not a privilege we take lightly. We recognize that your funds are your future, and we make every effort to maximize and safeguard them on your behalf.

You’ll appreciate our courteous and informative approach to customer service as well!

Plan for the Future with the Investment Management Experts

For the finest and most effective financial representation, the company to call is A.E.I. Financial Group. We have the experience, knowledge, and passion for serving you!

To set up an appointment, give us a call today.