1. A E I Financial Group

    1. A E I Financial Group

    0

    Santa Rosa, CA

    Cancel

    Open app

    Search

    A E I Financial Group

    4.5 (15 reviews)
    Closed Closed

    By appointment only

    Updated 3 months ago

    Request a consultation

    You can now request a consultation from this business directly from Yelp

    Services - A E I Financial Group

    Estate planning

    Inheritance planning

    Insurance planning

    A E I Financial Group Photos

    You might also consider

    Recommended Reviews - A E I Financial Group

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    25 days ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    16 days ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    2 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    2 years ago

    Business owner information

    Photo of Eric I.

    Eric I.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    9 years ago

    Business owner information

    Photo of Eric I.

    Eric I.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    10 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    11 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    15 years ago

    Helpful 2
    Thanks 0
    Love this 0
    Oh no 0

    10 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    12 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    15 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - A E I Financial Group

    Review Highlights - A E I Financial Group

    My wife and I met Eric through a recommendation of my coworker while we were looking for a tax preparer in 2010.

    Mentioned in 10 reviews

    Read more highlights

    You might also consider

    Verify this business for free

    People searched for Financial Advising 414 times last month within 15 miles of this business.

    Verify this business

    Cromwell Tax & Bookkeeping - Expert bookkeeping and accounting by Cromwell Bookkeeping. Trust Madelyne Cromwell for accuracy.

    Cromwell Tax & Bookkeeping

    (35 reviews)

    One of the best tax services you can get in our area. My father used this company when he was…read morealive, and they helped me with his estate filings after he passed. They are professional, on time, and extremely accurate. They found an error on a K-1 that will save us $300!!! This K-1 is from a LLC and NONE of the other accountants/tax people found the error. We are so happy that we are signed up with Madelyne, it makes what could be a very stressful filing all that much easier, and we know that she is there looking after us and has the expertise one needs to protect their clients. . No one likes filing taxes, but knowing Madelyne is working on our taxes makes the entire process smooth and quick.

    In the wake of losing everything in 2017 Tubbs wildfire, our tax reporting became very complex, and…read moreour CPAs at the time did not have the experience to help us navigate the tax waters without significant loss. After paying substantial amounts in the ensuing years, we were told there would be an even greater amount to pay, which we finally took as a cue to seek other tax support. After interviewing several tax professionals, we were very fortunate to find Madelyne Cromwell, principal of Cromwell Tax & Bookkeeping (CTB). Our taxes-including those we'd already paid- took a significant turn for the better. CTB has been our tax go-to tax consultants since then. A bonus has been that Madelyne has shared with us tax programs we didn't know about that further reduce our taxes as seniors. Smart, honest, expert in Fed, state and local tax law and process, Madelyne is the consummate professional who really cares about her clients, as does her staff. They have our highest recommendation.

    A E I Financial Group - financialadvising - Updated September 2026

    Loading...
    Loading...
    Loading...