Jeff Small

Jeff Small

Financial Advisor

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.

“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