Having presented over five hundred public seminars educating the local retirement and pre-retirement community on a range of monetary issues, Mr. R. Jeffrey Small grew up in Brevard County and has been working with retirees and their families for over 32 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 and market experience. Jeffrey, dedicated to providing his clients and the public with an array of diverse financial products and services, is licensed with the Florida Department of Financial Services, a Certified Senior Advisor through the Society of Certified Senior Advisors, and recently completed the requirements to become an Investment Advisor Representative. Both he and Arbor Financial are also members in good standing of the Central Florida Better Business Bureau and The National Ethics Association.
We at Arbor do not follow the mainstream financial mantras of the typical “Wall Street Cheerleaders”; rather, we believe strongly that lives are changed dramatically for the better through proper financial self-defensive planning both before and into retirement. – R. Jeffrey Small
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. And so, to this day, Jeffrey advocates it as a best practice that allows both him and his firm to give something back to the community in which he lives and works.