Jeffrey Small

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.

Arbor Financial Services of Florida is a full-service financial firm dedicated to helping those in the Melbourne, FL area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Arbor Financial Services,  and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Arbor Financial Services and Sound Income Strategies  are not associated entities. Arbor Financial Services is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies are associated entities. © 2023 Arbor Financial Services

A franchise of Retirement Income Source.
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