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

Dental and Vision Insurance

A.E.I. Financial Group has earned a reputation for offering value-driven dental and vision insurance plans, all while providing exceptional customer support. Discover the full range of insurance packages available to you at our brokerage. Give us a call at (707) 538-8027 to book a consultation with one of our expert insurance consultants.

Disability Insurance

A.E.I. Financial Group is the trusted source for complete short-term and long-term disability insurance plans. We offer individuals and businesses alike a full spectrum of coverage options that cater to varying needs and budgets.

Speak with one of our experts today. Contact us now at (707) 538-8027 to inquire.

Group Health Insurance

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

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

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 our doors, we’ve set ourselves apart as a trustworthy service provider with a strong record of success. We help our clients shop for the most competitive insurance products on the market, giving them the coverage they need at the price they want.

Contact us now to get a free estimate
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