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The Farb Financial Group

The Farb Financial Group

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Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Inquire with us today and see how we can help you.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Learn about what we do and our approach to help you save fast.

Creating a Financial Plan for

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More

Inquire with us today and see how we can help you.

 

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Our Services

At The Farb Financial Group, we have been providing financial services to our community for more than 40 years. We provide our clients a trusted, multi-generational relationship, advising our clients on a path to their financial goals. We work to plan for your wealth accumulation and financial security.

Most importantly there is a culture of independence here. One that is focused on the individual. We understand that you and your financial needs are unique. In addition to the most comprehensive financial planning services available, we provide objective, independent assessments and offer advice that is appropriate for you.

At The Farb Financial Group, we utilize a fully integrated financial planning framework that provides a holistic view of your financial situation. This approach allows us to analyze and evaluate each area that may affect your long term planning - your estate, investments, retirement and business, if applicable. We then are able to develop a comprehensive financial plan specifically customized to meet your financial goals and objectives.

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Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them.

 

Our Process

A strong planning process is the best way to create a more financially secure plan.

 

Investments

Investments can play a key role in your financial plan.

 

Insurance

Insurance is essential to any comprehensive financial plan.

 

Estate Planning

Everyone's estate will eventually get distributed. Make sure yours is in line with your objectives.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Employee Benefits

If you are a business owner, making sure you attract and retain excellent people must be one of your top priorities.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile.

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1900 Summit Tower Blvd, Suite 170, Orlando, FL 32810 United States

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Contact info

  •   1900 Summit Tower Blvd, Suite 170
    Orlando, FL 32810
  •   407-551-4333
  •   TheFarbGroup@LFG.com

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Stuart Farb and Rebecca Kauffman are registered representatives of Lincoln Financial Advisors Corp. Unless otherwise identified, associates on this website are registered representatives of Lincoln Financial Advisors Corp.

We are licensed to sell Insurance Products in the following states: Alabama, Florida, Massachusetts, Missouri, North Carolina, Pennsylvania, Tennessee

We are registered to sell Securities in the following states: Alabama, Colorado, Florida, Georgia, Indiana, Massachusetts, Missouri, North Carolina, Ohio, Pennsylvania, Tennessee, Texas

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

Farb Financial Group is not an affiliate of Lincoln Financial Advisors Corp.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA do not offer tax or legal advice on behalf of the firm.  CRN-2740410-092319

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