R. Jeffrey Small

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

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


About Arbor Financial Services of Florida, Inc.

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 in the area and has been working with
clients and the families of these clients through
happy referrals for many 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

Jeffrey Small is a best selling Author and National Media spokesperson on The Stock Markets and Investing. He has appeared on many of the top TV and Radio shows such as CNBC, Fox News and Fox Business News to name a few. On a local basis, he has spoken in front of thousands of investors over the years helping them develop a plan to master the inside game of investing and avoiding the Wall Street and Media bias that exists today.

My Services


Financial Planning for Individuals

Jeffrey Small is a best selling Author and National Media spokesperson on The Stock Markets and Investing. He has appeared on many of the top TV and Radio shows such as CNBC , Fox News and Fox Business News to name a few. On a local basis, he has spoken in front of thousands of investors over the years in helping them develop a plan to master the inside game of investing and avoid the Wall Street and Media bias that exists today.


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.


Retirement Planning

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


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

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img 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


Social Networks


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