J.D. Mellberg FinancialReviews of jdmellberg.com

Doug Warren is dependable, makes his appointments on time, is very patient, if he doesn't have the answer he will find it and get back to you, takes notes, answers emails expediciously, does not pressure a client to make a decision, redas the contract word for word and explains it. He has a whole lot of experience.

Tom Stoltzman certainly went out of his way to travel to my home and to find an annuity suitable to my needs. He worked to get it set-up before a dead line for the one which suited me best. He was very patient in explaining annuities, types and purposes. I felt no pressure from him and appreciated his knowledge. He answered phone calls promptly and supplied answers and solutions to all problems which arose. Jorene Watson

I first saw the JD Mellberg ad on TV and then I watched the Video presentation on line about "Hybrid Annuities". After contacting JD Mellberg I was assigned to Patrick Esce of Naples Florida. Patrick gave a sensible but in-depth presentation supporting the Hybrid Annuity and the advantages. He answered my questions and showed me examples relating to my questions. After about 4 meetings over several months and my own investigation, even to consult my Financial advisor, I decided to move my entire 401k/IRA to a Hybrid Annuity. I feel relieved that I don't have to follow the markets so closely to try and determine what my distribution will be when I need to activate it, its already been, predetermined. Thanks to Patrick for his in-depth knowledge and patients to help me think outside the financial box for a new and safe income generating product, which also meets my requirement for Life insurance. Patrick Esce and JD Mellberg Financial has exceeded my expectations.

I went to Peter Thaldorf on the advice of J.D. Melberg in early 2015. Peter and I spent a few hours talking about my "preservation of capital" attitude and what products were out there that would fit my personal situation. With his help I picked a Security Benefit product that I am very happy with. I feel the money I invested in it is in a good place since I won't need the money for at least ten years. Peter is very patient and understands the importance of picking the right product for people that are getting close to retirement.

I enjoyed a very positive experience working with Kelley Velasquez of J.D. Mellberg. Kelley was quite knowledgeable and always prepared and organized. He's a fine listener and an excellent communicator. I appreciated that Kelley was punctual and responded to emails in a timely fashion. I never felt any pressure to make a hasty decision. In a relatively short period of time, I developed a trusting relationship with Kelley. I have recommended the services of Kelley Valasquez and J.D. Mellberg to several family and friends.

Your agent, Rebecca Jo Crowley, was instrumental in my decision to purchase an annuity. Her explanations were clear, concise, straightforward with no pressure. The daunting decision to change investment vehicles was made comfortable. My extremely positive experience has led me to recommend your company to others. Thank you for giving me confidence in a secure retirement!

Danielle Stern is in my judgment an excellent communicator and very importantly an excellent listener. During our discussions she often seemed to almost anticipate my likely next question and answer in ways that were surprisingly on the mark. While my wife leaves much of this type of activity to me, Danielle also honed in on my intent to be sure of her comfort also; and again anticipate the type of responses that could help me more clearly explain what the approach was instead of leaving a sense that we just need to trust the experts. I am very comfortable working with her and believe I can in fact trust that she will protect Peggy & I in this important part of our financial retirement planning.

Michael provided me with excellent service. Always available by phone to answer any questions I had. He always came prepared with the information I needed. He was always there when I need some information and clarification. Anyone who is looking into annuities I would definitely recommend Michael.