California > Santa Rosa > A.E.I. Tax & Financial Strategies, Inc.

A.E.I. Tax & Financial Strategies, Inc.

Verified Listing

(707) 538-8027
1700 Mission Blvd
#5
Santa Rosa, CA 95409
Category: Finance & Legal


About

We are a One-Stop Financial Shop specializing in:

• Income Tax and Bookkeeping focused on small business owners and individuals
• Personal Financial Planning for Individuals and Business Owners

• Health Insurance for Small Business (Groups) and Individuals and their families.
• Life Insurance for many needs
• IRA Rollover consulting and tax-free safe retirements.


Products And Services

Independently represent clients to many A-rated financial companies as per our clients’ custom needs.


Payment Options

Cash, Checks


Languages Spoken

English, French


Year Founded

1987


Number Of Locations

1


Number Of Employees

1


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