Here at J.D. Mellberg Financial, we have been helping retirees and pre-retirees develop strategies tailored to their needs and goals since 2005. For the last 7 years, we’ve been an Inc. 500/5000 company. We’re proud to have had the opportunity to work with so many bright, intelligent individuals as they make plans for some of the best years of their lives.
J.D. Mellberg Financial (jdmellberg.com) has 395 customer reviews on Five Star Index, with an average rating of 4.6 out of 5.
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Showing 314 reviews with 5 stars · Clear filters
Arthur
We worked with Greg and he came to our home and answered all of our questions. He returned and made his recommendation and we filled out the paperwork and had our annuity within a couple of weeks. Greg is great to work with and I would recommend him to anyone.
Mike and Donna W.
John was very informative and very detailed. Provided some excellent financial support and financial advise. Really enjoyed the conversation and support he provided.
Walt
I am very happy with my experience with Ray Cruz. After interviewing with two other firms, Ray was by far the best choice. He made me feel right at home and helped me look at my finances with my best interest in mind. I was intimidate at first as I thought I would be too small of an investor for him to consider helping me. But He never ever seemed that way once we started talking. He helped me with some small investments, and we have had several meeting together so he could get a better feel for my overall finances and what programs would be best for my wife and I. I would highly recommend him to others, and already have..
Kent S.
Very professional and along with a friendly experience.
Jon
Honest down to earth took as much time as needed......highly recommend!
Bob G.
Cindy Leonard is very professional and has my best interest in mind. I pretty much knew what product I wanted and she did what I ask her to do without trying to convince me to buy something that I did not want.
Fred W.
After reading about annuity's and watching video's, I called JD Mellberg and they had Leonard contact me. We setup an appointment time to meet and after about 30 minutes of listening to all of Leonard's knowledge about different annuity's, I knew I had found the right advisor. He went through the many options and over time, we found the right one for my wife and I. Leonard Rhoades is a very thorough and concerned person. He has helped us put our future retirement in a better place.
Kim C.
Having identified that my wife and I needed an additional guarantied income stream for life, we began to educate ourselves on annuities. When it was time to pursue an annuity, we worked with Tom Stoltman of The Retirement Asset Management Group to review the annuity field and further define our options. Over a period of several months we met with Tom numerous times, while Tom patiently answered all of our questions and provided annuity options. His guidance through the process was thorough, professional, educational and personable. We are very happy with our choice of Tom as our adviser and are also happy with the product we purchased.