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Featured Business Financial Advisor in Melbourne, FL
Melbourne Financial Advisors
Arbor Financial Services of Florida, Inc.
6943 N. Wickham Road
Melbourne, FL 32940
(321) 795-4799
“A.R.B.O.R. Assisting Retirees Beyond Ordinary Results”
Advisor Profile
R. Jeffrey Small
Name:  R. Jeffrey Small
Phone Number:  (321) 795-4799
Website:  Visit Website

About Arbor Financial Services of Florida, Inc.

“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

CRD#:    1992480
Insurance License#:    A245348
States Licensed in:    FL
States Willing to do Business in:    Cape Canaveral,Cocoa,Cocoa Beach,Grant,Indialantic,Malabar,Melbourne,Melbourne Beach,Merritt Island,Palm Bay,Rockledge,Satellite Beach,Titusville,Brevard County
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

Certifications, Accreditations & Designations:    Certified Senior Advisor (CSA)®
Securities Licenses:    Series 65
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
 
 
 
 
Prepared By: R. Jeffrey Small

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