J.D. Mellberg FinancialReviews of jdmellberg.com

Don was professional and very knowledgeable. It was a great experience.

Investment Advisor Jeff Musgrove was knowledgeable, truthful and had superior follow-through. Already referred Jeff to a friend of mine. Great experience!

The representative listened to my particular needs and plans to meet again to discuse different annuities.

I was very happy with my meeting and look forward to learning more about other available products.

Michael was informative and is preparing some avenues to address.

Enjoyed the meeting and learning about the annuities. It was informative and also a pleasant experience.

I found out that I misunderstood the meanings of certain words in the contract describing my annuity, primarily the word "Income," which is not the same as the IRS uses it. These are my words, not those of the Teacher, as I will call the Consultant. I need to set up another appointment to begin to repair the damage of my previous misconceptions before our life's savings are misappropriated forever.

office is beautiful, Financial Adviser was so professional and knows what his doing, very smart in addressing questions. Great learning from great adviser. Thanks a lot!