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Business Profile

Financial Planning Consultants

Arbor Financial Services of Florida, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(321) 795-4799Write a Review

About

Overview

Arbor Financial Services of Florida, Inc.

6555 N Wickham Rd Ste 101

Melbourne, FL 32940-2040

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BBB Accreditation & Rating

Arbor Financial Services of Florida, Inc. is BBB Accredited.

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This business has committed to upholding the BBB Standards for Trust.

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About This Business

Arbor Financial Services provides financial advisory services, including retirement planning, estate planning, tax planning, 401k and IRA rollovers, and investment management. The company assists clients with strategies to preserve savings and establish renewable income streams for retirement.

BBB Accredited Since: 8/18/2005

Years in Business: 31

Products and Services

This business offers insurance services and retirement planning.

Business Details

Local BBB:
BBB Serving Central Florida
BBB File Opened:
8/18/2005
Business Started:
1/1/1995
Business Started Locally:
1/1/1995
Business Incorporated:
12/6/2010
Type of Entity:
Corporation
Alternate Names:
Arbor Financial Group Inc.
Business Management:
Jessica Perez, Chief Marketing Officer
Ronald Jeffrey Small, Owner/Operator

Additional Contact Information

Principal Contacts
Ronald Jeffrey Small, Owner/Operator
Customer Contacts
Jessica Perez, Chief Marketing Officer
Ronald Jeffrey Small, Owner/Operator
Fax numbers
Primary Fax: (321) 259-4411
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Department of Financial Services (FL)
200 E Gaines St
Tallahassee FL 32399
Phone Number: (877) 693-5236
www.myfloridacfo.com
Business Categories
Financial Planning Consultants, Financial Services, Wealth Management

Latest Reviews

  • JOHN K

    "We are very satisfied with the professionalism and the advice we have received with Arbor Financial Service, REMOVEDstaff is knowledgeable and quick to address any questions we have. Estate planning and Legacy Concerns have always been addressed with our requests." ... Read full review

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