Arbor Financial Services of Florida Revenue

Financial Services • Melbourne, Florida, United States • 1-10 Employees

Arbor Financial Services of Florida revenue & valuation

Annual revenue	$5,878,299
Revenue per employee	$735,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$18,900,000
Total funding	No funding

Key Contact at Arbor Financial Services of Florida

Sheila Spirito

Director Of Client Services

Company overview

Headquarters	6555 N. Wickham Road, 101, MELBOURNE, Florida 32940, US
Phone number	+106302025
Website	sec.gov
NAICS	52
Keywords	Estate Planning, Retirement Income Planning, Social Security Maximization, Financial Advice & Planning, Asset Allocation & Accumulation, Managing & Forecasting
Founded	2005
Employees	1-10
Socials

About Arbor Financial Services of Florida

Arbor Financial Services of Florida, Inc.-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 professional 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

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Director

Employees by Department

Arbor Financial Services of Florida has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Arbor Financial Services of Florida has never raised funding before.

Frequently asked questions

Arbor Financial Services of Florida is located in Melbourne, Florida, US.

You can reach Arbor Financial Services of Florida at +106302025.

Arbor Financial Services of Florida generates an estimated annual revenue of $5,878,299. This revenue figure reflects the company's market position and business performance in its industry.

Arbor Financial Services of Florida has an estimated valuation of $18,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Arbor Financial Services of Florida was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

Arbor Financial Services of Florida has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Arbor Financial Services of Florida

Sheila Spirito

Director Of Client Services

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