Jeffrey Small
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Jeffrey Small, Financial Advisor
Financial Advisor and President of Arbor Financial
Providing Trusted Retirement Planning Services in Melbourne, Florida.
In addition to being President of Arbor Financial Services of Florida, Jeffrey Small is the author of the acclaimed bestseller, Turning Financial Planning Right-Side Up, which has helped everyday investors master the “inside game” of investing and avoid Wall Street and media bias. He is a nationally known industry professional who co-hosted “The Income Generation on Newsmax”, and appears regularly on media outlets such as CNBC, Fox News, and Fox Business. Jeff has personally strategized with thousands of local investors to help them create a master plan for investing that generates steady and reliable income and allows them to achieve their retirement goals with peace of mind.
Jeffrey Small, President of Arbor Financial, Teaches Retirees the Art of Financial Self-Defense
Jeff Small grew up in Brevard County and has been working with retirees and their families for over 32 years. A.R.B.O.R.—which stands for Assisting Retirees Beyond Ordinary Results—is not just an appropriate acronym for Jeff’s firm, it’s also an economic philosophy he’s acquired through years of industry and market experience.
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 information vitally important to hard-working Americans who want to know how best to 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.
Jeff is dedicated to providing clients and the public with an array of diverse financial products and services. He is licensed to sell insurance with the Florida Department of Financial Services, and is an 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.
