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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Investment Strategy

If you are looking for a diligent, established financial planning team to help you your investment strategy, look no further than A.E.I. Financial Group. With a keen eye on the future and options customized to your unique circumstances and goals, our financial advisors will act with your interests at heart. In fact, that is our fiduciary duty as investment advisor representatives (Holding a Series 65 license).

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

Personalized Investment Strategies

Investment management is a fascinating field, characterized by both security and volatility and is subject to change at any given moment. To help ensure rewarding investments and to get your money working for you, you need to have 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 needs for several years. Among our many areas of focus are:

  • Insurance
  • Retirement Planning
  • ...and other 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 a rainy-day fund—we will help bring your goals to fruition.

Portfolio Analysis, and Diligent Financial Planning

Our financial advisors will guide you through 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 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 dependable investment options for your situation.

We 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 impartial advice on how to move forward.

Experienced Financial Advisors

We provide financial guidance and services to Santa Rosa, Petaluma, Novato, and the entire North Bay Area residents.

Being trusted with the investment needs of clients is not a privilege we take lightly.

Plan for the Future

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

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