Truist - Sebring (FL)

Mat C Great experience and easy process. Worked with Jenna. She was very knowledgeable and has great customer service experience. A++

AmeriKraut Ive been a client of Arbor Financial since 2019 and felt totally confident with Jeff Small and his uncanny ability in handling my finances via 401K transfer. So much is in flux concerning our economy today and its so important to select those with the know how to navigate through todays changes as Jeff does. And Jeff knows how to select the best to join his team. I got to know his latest associate, Phong T. Truong who shared with me his background among other things. He has rich insight and I was pleased with what he explained to me concerning my finances since Im now currently retired. You cant go wrong. Arbor is the place to place your finances for retirement!

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

Dave & Lisa Luce John Newell was awesome - very knowledgeable and helpful to us as we navigate our future. He gave us some solid information and was quick to respond to any questions we had after we did our financial review.

Victoria Gregory Neal and his team are always very helpful and professional. It is a pleasure to know my investments are being looked over on a regular basis. Have recommended several clients to Neal.

mayra banuelos Rebecca has great customer service and goes above and beyond to help out!! She helped me so much and with a few tips we got our insurance lowered by half, thank you!

Ramona Richardson Always up to date information available to Any client anytime Terrific Health share advice always caring / compassionate .