J.D. Mellberg FinancialReviews of jdmellberg.com

I want to thank J. D. Melllberg Financial and my representative, David Gowens for the courteous/professional advise and planning of my financial matters. I truly believe that your company and David had my best interest in mind when planning the program we chose. All of my questions were discussed completely --even at odd hours of the day I could contact David. He was always very courteous and explained things to me very well. I feel much more secure that I am doing the correct financial planning with your professional advice. I would recommend J. D. Mellberg and David Gowens to anyone that wants sound financial advice.

Clay was courteous, persistent, but not pushy. Even when I became distracted, he patiently followed up until we got the deal done.

Very useful site for financial advice.

Brent Matthews work diligently to ensure that we were able to create an investment portfolio that met our retirement needs. His assistant, David, went above and beyond more than once, by bringing paperwork to our home, since we are quite a distance from the home office. Thank you, gentlemen!

I am retired and therefore have to be conservative with my investments. Brent understands this and has put together a financial plan roadmap that satisfies my needs and objectives. He has called me up after we had made an investment decision and reversed his recommendation based on some additional concerns which indicated to me his willingness to do what is right for his clients and not just charge forward without consideration to the client's ultimate benefit.

Jonah Collier of Collier Financial listened to our needs and identified the best financial strategy for our retirement years. He has been very honest, forthright, and patient with our many questions. He presented a new financial strategy proposal in great detail and easy-to-understand language. He answered many questions as we worked through rolling over our IRAs and annuities from one firm to another. He delivered the new contracts in a timely manner. Jonah demonstrated how he would help us now and in the future. This was a very personal, nice touch in how he handled our case. Today we feel more secure with Jonah as our wealth manager and know that he will keep us informed of market changes.

communicated the explanations everything from start to finish... not grinding you on costs..has been the best policy I have seen... looking forward to in the near future to finish up my financial planning... very trust worthy... only will sell me what I need... he will look after after my pocket not just his

I give Dan Yancy , OKC a 5 Star rating for having a good experience thru the intire process of learning and purchasing our retirment annuity. His professional presence was consistant thru the intire time of working with us, and he showed great patience in the learning process. His teaching methods were easy to follow and retain, which was very helpful in reviewing all the various options that the annuity had to offer. We would reqomend Dans services to everyone.