A.E.I. Financial Group -

A.E.I. Financial Group is a well-known and established financial agency located at 170 Stony Point Rd Suite 210, Santa Rosa, CA 95401, USA. You can easily contact them at Phone: 7075388027 or visit their website at Website: aeifinancialgroup.com.

This financial group specializes in various fields including insurance agency, dental insurance agency, financial advisor, financial planner, health insurance agency, investment service, and life insurance agency. With such a wide range of specialties, A.E.I. Financial Group can cater to all your financial needs under one roof.

One of the unique features of A.E.I. Financial Group is their online appointment system, which allows you to schedule an appointment at your convenience. Additionally, they are an LGBTQ+ friendly establishment, making them an inclusive and welcoming choice for all individuals. It is important to note that an appointment is required to ensure that you receive the necessary attention and time from their team of experts.

A.E.I. Financial Group has received excellent reviews from their clients, with a current average rating of 5/5 based on 12 reviews on Google My Business. This is a testament to their professionalism, expertise, and commitment to providing top-notch financial services.

Reviews of A.E.I. Financial Group

Munna Sweety

5/5

I was having a hard time finding a health insurance plan that suited my needs, but A.E.I. Financial Group stepped in and saved the day. They clearly explained the various options and guided me toward the perfect plan. I'm extremely satisfied with my choice.

James Roh

5/5

Eric made my tax filing process easy and stress-free. He also provided invaluable guidance in optimizing my financial portfolio. Highly recommend Eric for all financial needs!

Gil Marcotte

5/5

Eric, from A.E.I. Financial Group is a true professional. He was very helpful and thourough in his dealings with my wife and I. He took the time to ask questions and listen to our needs before making recommendations. A real pleasure to work with: I highly recommend him. He truly deserves his 5 star rating.

Michelle Marcotte

5/5

My husband and I consulted Eric about estate planning. He explained our options and guided us every step of the way. He is always available to answer our questions and is very professional, knowledgeable and approachable. I highly recommend him as a Financial Advisor!

Layne Cozza

5/5

Eric was Friendly, Supportive , Knowledgeable, and very Personable in Guiding us through the Intricacies of our current Financial needs for Myself and my Wife.
We very much appreciated his support and guidance with our Financial Affairs.
Layne and Maria Cozza Rohnert Park, Ca.

Dianne Pierce

5/5

I have enjoyed working with Eric. He is knowledgeable and helpful and caring and listens to my particular needs and goals. I highly recommend him to anyone looking for asdistance with their investment needs. He's great!!

Mudn snw

5/5

Excellent customer service, knowledgeable, personable, and prompt. My family has been working with them and finally it’s my turn, very pleased with everything.
Highly recommend!

Gregg Jann

5/5

Eric is an excellent source of ongoing IRA wisdom and carries Allianz products that fit my needs. He did my company's taxes when I needed them done first on short turnaround. It is very important to have a connection with a trusted person who is an adviser, and that is Eric and AEI Tax & Financial!!