About
A.E.I. FINANCIAL GROUP is a trusted financial services firm dedicated to helping individuals and businesses achieve their financial goals. With over 20 years of experience, their team of experienced advisors provides personalized and comprehensive financial planning services. They understand the unique needs of each client and tailor their approach accordingly. Their goal is to build long-term relationships with their clients based on trust and transparency. The firm operates on a fee-based model, ensuring that their advisors provide unbiased and objective advice to their clients. They offer a wide range of financial services, including financial planning, retirement planning, investment management, estate planning, tax planning, and insurance services. Their team is highly knowledgeable and constantly keeps up with the ever-changing financial landscape. As required by all financial advisors, A.E.I. FINANCIAL GROUP provides disclosures to their clients regarding any potential conflicts of interest, disciplinary history, compensation structure, and affiliations with other financial institutions. These disclosures are provided to ensure transparency and build trust with clients.Key Takeaways
- A.E.I. FINANCIAL GROUP serves as a trusted financial expert in helping clients achieve their financial goals.
- Their team of experienced advisors provides personalized and comprehensive financial planning services.
- They understand the unique needs of each client and tailor their approach accordingly.
- Their goal is to build long-term relationships with their clients based on trust and transparency.
Facts & Insights
A.E.I. FINANCIAL GROUP is a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. With over 20 years of experience, they have established a strong reputation for providing customized and holistic financial planning services.
Assets, Advisors & Tenure
- Assets Under Management
- $500 million
- Number of Advisors
- 10+
- Time in Business
- 20+ years
Financial Services Offered
- Financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance services
Client Types
- Individuals
- Families
- Small business owners
- Corporations
Fees & Compensation
A.E.I. FINANCIAL GROUP operates on a fee-based model, which means they are compensated by fees for their services rather than commissions on specific products. This allows them to provide unbiased and objective advice to their clients. The fees charged are based on the services provided and are fully disclosed upfront.
Background
The team at A.E.I. FINANCIAL GROUP is comprised of highly experienced and knowledgeable financial advisors. They are dedicated to staying up-to-date with the ever-changing financial landscape and constantly strive to provide the best possible service to their clients.
Disclosures
- Any potential conflicts of interest
- Information about their disciplinary history
- Details on how they are compensated
- Any affiliations with other financial institutions
Firm Facts
- Primary Business Name
- A.E.I. FINANCIAL GROUP
- Organization CRD
- 307099
- Legal Name
- A.E.I. FINANCIAL GROUP