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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Personalized Insurance

Annuities

From browsing rates and applying to general inquiries concerning annuities, you can depend on our expertise and unbiased recommendations. We can present you with the advantages and help you make the best decisions for your financial future.

Reach out to us now at (707) 538-8027 to schedule a consultation with our brokerage staff.

Life Insurance

When choosing the best life insurance coverage for you, it can be helpful to have professionals like A.E.I. Financial Group guiding the way. Whether you’re in the market for term life insurance, whole life insurance, or something more specific, our brokers find you the best coverage at the lowest cost.

Get in touch with us now at (707) 538-8027 to set up a free consultation. We’ll advise you on which life insurance policies are right for your needs.

Medicare Insurance

If you’re looking for the best Medicare insurance options for you, you’ve come to the right place. The insurance brokers at A.E.I. Financial Group can help you find the perfect coverage for your needs.

We understand the importance of health and medical insurance and the peace of mind provided by adequate coverage. Browsing through multiple companies, we find you the best and most affordable coverage options. When you choose us, you are sure to find a policy tailored to your needs.

Medicare Advantage

Every person throughout the country will require Medicare coverage at some point in their lives. With a Medicare Advantage plan, also known as Medicare Part C, you can enjoy a superior level of coverage with many extra benefits.

A.E.I. Financial Group is a leading provider of Medicare Advantage insurance in the local area. With years of unrivaled experience and a commitment to client satisfaction, we are the team for you. Our diligent brokers work hard to match you with the right plan for your needs and budget.

Senior Life Insurance

Purchasing life insurance< is something that crosses almost everyone’s mind sooner or later. You may be unsure if it is the right time, or perhaps you have not found the best company to suit your needs. You know that eventually, you will need to make a decision, but with so many options out there, it can be daunting.

A.E.I. Financial Group is here to make that choice simpler. Our honest and accommodating staff will help you choose a plan that suits your needs and let you get back to enjoying life.

Medicare Supplement

Explore your options for Medicare supplement insurance with A.E.I. Financial Group. Our insurance brokers will browse through an extensive range of carriers, locating the best and most affordable options for each client.

Our brokers can help you establish your coverage needs.

Contact us now to get a free estimate
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