3300271“What a nice guy and what a relief to know we have some help getting through the healthcare maze.”

Lee S. Petaluma, CA

“A.E.I. Financial’s owner, Eric, has been a Godsend by providing amazing options in safe retirement plans and Financial Planning. He has shown me ways that are flexible & affordable…
With his guidance, my retirement is much more stable than I ever imagined with just my company’s penurious Retirement fund. Eric prepares my taxes every year and keeps me updated on changes that could impact me ahead of time.
A.E.I. always has one’s future, not just now in the forefront. I do appreciate all his earnest endeavors for my family.”

Virginia H. Santa Rosa, CA

“I have been in the restaurant business for over 40 years. When I relocated to CA and started my catering business called Schatzi’s Catering, I had A.E.I. Tax take care of my income tax preparation, payroll and payroll tax preparation, and sales tax preparation. Eric’s service was prompt, accurate and affordably priced. I would strongly recommend his service whether you live in northern or southern California.”

Peter S., San Diego, CA

“I’ve been doing business with A.E.I. Financial Strategies since the time it was A.E.I. Tax 23 years ago. I’ve always liked Eric’s knowledge on the ever changing tax laws, and his ability to explain all the options available to me.
I especially appreciate the professionalism and easy to understand documentation that accompanies my tax returns.”

Louis B., Elk Grove, CA

“I often refer new clients to A.E.I. based on the consistent quality and convenience.”

Francine K., Business Owner, Berkeley, CA

“A.E.I.’s services have spared us many tax dollars and headaches due to their knowledge of federal taxation…”

Richard H., Attorney, San Francisco, CA

“Not only did Eric make the very complex understandable, but he’s been there to answer questions ever since. I’ve been recommending him to friends with complete confidence that he will either help them or send them in the best direction to find the help they need.”

Susan Strong, Petaluma, CA

“Eric has unique talents and knowledge of his field and is great at explaining everything in a way that can be understood!”

John W., Petaluma, CA