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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Small Business Benefits

Life and Health Insurance Benefits

A.E.I. Financial Group is committed to finding the right health and life insurance plans for businesses and individuals alike. Since opening my doors, I’ve set myself apart as a trustworthy service provider with a strong record of success. I help my clients shop for the most competitive insurance products on the market, giving them the coverage they need at the price they want.

Group Health Insurance

A.E.I. Financial Group provides employers with unparalleled support in selecting the right group health insurance to offer their employees.

As a seasoned advisor, I’ll introduce you to carriers, plans, terms, and premiums with personalized attention and care. You talk, and I listen. I’ll be sure to provide you with a broad range of options to suit your company’s needs.

Contact now to get a free estimate

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