Jeffrey Small, the founder of Arbor Financial Group, discusses why everyone should consider working with an investment advisor and the different options available for people planning to retire shortly. Jeffrey Small is a financial planner and wealth manager with Jeffrey Small Arbor Financial Group, a fee-only financial planning and investment management firm in Florida. He is an Investment Advisor Representative who has been working with clients throughout the Boston area for over 20 years. Jeffrey has been featured on numerous media outlets and is the author of the #1 Amazon Best Seller ‘Turning Financial Planning Right-Side Up.’ We asked Jeffrey…
Jeffrey Small Arbor Financial Discusses Strategies for Wealth Management
