Arbor Financial Services of Florida Inc

Arbor Financial Services of Florida Inc is a Financial Planner in Melbourne, FL, located at 6555 N Wickham Rd #101. The firm provides retirement planning, investment management, estate planning, and tax planning services to local investors. President Jeffrey Small has worked with retirees and their families for over 32 years, helping clients create master plans for investing that generate steady and reliable income. The firm operates as a Retirement Income Source, backed by a national network of Income Specialists. They offer strategies to reduce exposure to market risk, maximize Social Security benefits, and manage 401(k) and IRA rollovers. Karolyn oversees transactions, asset management, and operational tasks to fulfill client needs. The business holds a rating of 4.70 based on customer reviews. Jeffrey Small is the author of the book Turning Financial Planning Right-Side Up and co-hosted The Income Generation on Newsmax. The firm’s approach, known as A.R.B.O.R., Assisting Retirees Beyond Ordinary Results, focuses on providing free financial knowledge to help clients navigate the economic landscape. They are licensed to sell insurance with the Florida Department of Financial Services and are Investment Advisor Representatives with Sound Income Strategies, LLC. Both the firm and Jeffrey Small are members in good standing of the Central Florida Better Business Bureau and The National Ethics Association. The team includes David J. Scranton, Founder; Rana Chander, Chief Operating Officer; Eric Lutton, Chief Investment Officer; Eric Beyrich, Co-Chief Investment Officer; Charles Radlauer, Chief Compliance Officer; and Barry C. Wheeles, Director of Market Development. The firm helps clients evaluate taxation, estate issues, and risks to the retirement plan. They assist in choosing appropriate strategies for monetizing assets and integrating approaches to create effective retirement income plans. Services include recommending optimal Social Security claiming ages and evaluating sources of retirement income, including executive benefits and life insurance. The firm is recognized for its positive rating from the customers who have reviewed it, reflecting the trust clients place in its financial guidance. Arbor Financial Services of Florida Inc applies its specialized retirement income strategies to help Melbourne residents secure their financial futures.

The firm is situated on North Wickham Road, just 39 meters from the road itself. It is about a third of a mile from the Florida Department of Revenue Taxpayer Service Center and roughly 0.4 miles from the Suntree-Viera Public Library.

BizScoreAI assigns a Performance score of 81 out of 100 to the business. This high score measures how quickly the website loads, which keeps visitors on the page. This speed is one of the factors search engines use in ranking.