Arbor Financial Services of Florida, Inc. | Financial Advisor in Melbourne ,FL

6943 N. Wickham Road
Melbourne, FL 32940
Phone: (321) 795-4799

A.R.B.O.R. Assisting Retirees Beyond Ordinary Results


About

?We specialize in the Universe of ?Income-Generating? options
for people close to or at retirement!?

Both Arbor Financial and R. Jeffrey Small are licensed with
the Florida Department of Insurance. Jeffrey is also a
Certified Senior Advisor through the Society of Senior
Advisors, a nationwide organization dedicated to comprehensive
education for professionals who work with seniors. Jeffrey is
an Investment Advisor Representative with Sound Income
Strategies, LLC an Investment Advisory based in Florida that
specializes in building customized portfolios for individuals
designed to provide income streams and less volatile output.

"My firm and I are members in good standing of the Central
Florida Better Business Bureau and The National Ethics
Association. I believe strongly that lives are changed
dramatically for the better through proper financial planning
both before and into retirement and would like the opportunity
to share my expertise and guide you to a sound financial
future just as soon as we can get together" - R. Jeffrey Small


General Information
No.of Employees:   2-4
Insurance License#:   A245348
States Licensed in:   FL
Work Experience:   Jeff grew up here in Brevard County and has been
working with clients such as you and your families
for more than 30 years.
I work with the following types of clients:   Individual Investors


Services
Investment Types:   Options & Futures , Alternative Investments , Annuities , Bonds , Stocks , Insurance , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email , Via phone , At my office , At your office


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Life


Firm Information
Advisor's Number of Clients:   500
Advisor's Number of Managed Clients:   275
Advisor's Number of Planning Clients:   500



FAQs

R. Jeffrey Small

R. Jeffrey Small

CSA

Biography


R. Jeffrey Small, President of Arbor Financial Services, educates people close to or at retirement the Art of Financial Self-Defense

Having presented over five hundred public workshops educating the local retirement and pre-retirement community on a range of financial matters, Mr. R. Jeffrey Small, grew up in Brevard County and has been working with retirees and their families for almost 30 years. A.R.B.O.R., Assisting Retirees Beyond Ordinary Results, is not just an appropriate acronym for his rising firm but rather an economic philosophy based on years of industry & market experience. Jeffrey, dedicated to providing his clients and the public with an array of diverse financial products and services, he is licensed with the Florida Department of Financial Services, a Certified Senior Advisor through the Society of Certified Senior Advisors and a registered Investment Advisor Representative with Sound Income Strategies, LLC. Both he and Arbor Financial are also members in good standing of the Central Florida Better Business Bureau and The National Ethics Association.
In his first years in business, Jeff recognized the unfortunate reality that most of his retired clients were jeopardizing their financial futures simply because they lacked basic economic industry knowledge. It then became the goal of Jeff and Arbor Financial to provide free financial knowledge and vitally important information to hard-working Americans who want to know how to better save for retirement in an ever-changing and sometimes hostile economic landscape. This counter cultural attitude is also what sets him apart from his local competitors.

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My Services


Financial Advice & Consulting

Both Jeff and Arbor Financial are licensed with the Florida Department of Insurance.


Financial Planning for Individuals

Both Jeff and Arbor Financial are members in good standing of the Central Florida Better Business Bureau and The National Ethics Association. We at Arbor believe strongly that lives are changed dramatically for the better through proper financial planning both before and into retirement and Jeff would like the opportunity to share his expertise and guide you to a better financial future just as soon as we can get together!


Portfolio Management

Investment Advisor Representative with Sound Income Strategies, LLC an Investment Advisory based in Florida that specializes in building customized portfolios for individuals designed to provide income streams and less volatile output.


Communities Served

Cape Canaveral Cocoa
Cocoa Beach Grant
Indialantic Malabar
Melbourne Melbourne Beach
Merritt Island Palm Bay
Rockledge Satellite Beach
Titusville Brevard County

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

News & Events


Latest News
When: 12/10/2016
Details:In December 2016 Jeff received this letter from Yale School of Management, International Center for Finance, asking him to participate in an important survey conducted by Professor Robert Shiller of Yale University, of opinions and attitudes regarding the stock market! ...more


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