J.D. Mellberg FinancialReviews of jdmellberg.com

Excellent review!

He was helpful with information and quickly earned my trust.

When asked to review my experiences with J.D. Mellberg Financial and specifically Brent Matthew, I jumped at the opportunity. I can say without reservation that after several years of researching alternatives, my experience with this individual and organization can only be described as outstanding. All correspondence was answered in a timely manner, questions were thoroughly and patiently explained, and Brent was always available for consultation when needed. I would highly recommend J.D. Mellberg Financial and Brent Matthew to anyone looking for this type of financial assistance.

Very informative and trust worthy.

I was looking at retirement and needing a place to roll over my 401K that would make me some money but I could not loose my initial investment. I did not want to play the stock market and bonds and mutual funds wont make any money. I called JD Mellberg about Annuities and was set up with Brent Matthew. Brent took his time and went over how Annuities used to be and the new types that are out there now. I was never rushed into any decision and Brent would explain to me all the different types of Annuities and how they worked. He explained that Insurance companies aren't in it to loose money and they can garantie that I would not loose my initial investment and that I could make a good deal of money in only 10yr's. After working with Brent for 4 months I finally made a decision and took Brent's advice. We met in the town that I live in and after last minute questions and answer's I made my decision to take his advice on my investments. I am very happy with our decisions and look forward to working with Brent and J.D. Mellberg in the future. Barry Taylor

In my senior years money becomes a problem of survival if there is a shortage of it from bad investments. Bank interest rates are a laugh, CDs aren't what they used to be, stock market roller coaster too much, mutual funds...well they are mutual funs, fixed annuities vary so our MAN, Charlie Jewett took us in his hands and led us to a great way to feel secure. Having an account that provides life insurance with great dividends, no worries of losing our principle, and the safety of having it become a long term care insurance policy. What a relief it is!

I was very pleased with service provided by Shawn. He was very patient and provided me the information I needed to make investment decisions. Shawn made several trips to my house, reviewed multiple options with me and never pressured me into any decisions. I felt very good about the entire process.

Eric and Jen made sure I was comfortable with my decision. I didn't feel pressured or even rushed. They made sure to explain everything and make sure I understood every bit of it.