Arbor Financial Services of Florida, Inc.

www.sec.gov

Jeffrey Small is a best-selling author, having penned Turning Financial Planning Right-Side Up, which has helped the general public master the “inside game” of investing and avoid Wall Street and media bias. He is an industry expert and has appeared on many of the nation’s top TV and radio shows on stations including CNBC, Fox News, and Fox Business. Jeff has personally strategized with thousands of local investors to create a master plan for investment that fuels their income stream allowing them to enjoy retirement. His best-selling book, Turning Financial Planning Right-Side Up, reveals exactly how Wall Street, financial planners, and the news steer investors into poor, costly decisions. It prescribes proven alternatives that place readers on a path to reach or exceed the specific yield necessary for their situation. Investment Advisory Services through Sound Income Strategies, LLC (SI), is an SEC Registered Investment Advisory Firm. Arbor Financial Services of Florida, Inc. AF and SIS are not associated entities. (AF), is a franchisee of the Retirement Income Source (RIS), RIS and SIS are associated entities http://arbor-financial.com Sheri Taylor - Marketing, Production, and Technology Coordinator Andrea Hall - Client Relationship Specialist Karolyn McDonald - Operations specialist

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Jeffrey Small is a best-selling author, having penned Turning Financial Planning Right-Side Up, which has helped the general public master the “inside game” of investing and avoid Wall Street and media bias. He is an industry expert and has appeared on many of the nation’s top TV and radio shows on stations including CNBC, Fox News, and Fox Business. Jeff has personally strategized with thousands of local investors to create a master plan for investment that fuels their income stream allowing them to enjoy retirement. His best-selling book, Turning Financial Planning Right-Side Up, reveals exactly how Wall Street, financial planners, and the news steer investors into poor, costly decisions. It prescribes proven alternatives that place readers on a path to reach or exceed the specific yield necessary for their situation. Investment Advisory Services through Sound Income Strategies, LLC (SI), is an SEC Registered Investment Advisory Firm. Arbor Financial Services of Florida, Inc. AF and SIS are not associated entities. (AF), is a franchisee of the Retirement Income Source (RIS), RIS and SIS are associated entities http://arbor-financial.com Sheri Taylor - Marketing, Production, and Technology Coordinator Andrea Hall - Client Relationship Specialist Karolyn McDonald - Operations specialist

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Country

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State

Florida

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City (Headquarters)

Melbourne

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Employees

1-10

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Founded

2005

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Estimated Revenue

$250,000,000 to $500,000,000

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  • Production Manager

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  • Customer Service Manager

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  • Client Services

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  • Clients Relations Specialist

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