J.D. Mellberg FinancialReviews of jdmellberg.com

David Gowens without hesitation has driven many miles to our ranch on a rough road several times to give us information and updates on our policies. Very polite, informative and patient. Joe @ PeggyJo Walls

Kirk explained all our options in a manner we could understand. He guided us in choosing an annuity that we think works best for us. He was very patient and accommodating, driving quite a distance to our home which is located in a rural area. He was not at all pushy and took time to explain all our options. We would not hesitate to recommend him to our family and friends. Frank & Judy Winkler

I was looking into a better investment with my retirement account and looked into JD Mellberg. I was contacted by Brack Shaver, who traveled quite a distance to meet with my wife and I on several occasions. The first meeting was only to see what our situation and goals were. No pressure tactics at all. He returned three or four times to discuss our options and explain annuities and how they work, and gave us several options on purchasing them and the benefits of owning them for our situation. He provided ratings and background on several companies offering annuities and let us make the decision on which ones to purchase. A great experience and we are completely satisfied. He also assisted us with info on Social Security benefits which greatly helped our situation. Five Stars.

Retirement planning is critical and not a simple task. I completed extensive research and meetings with several professionals and their companies. My final decision lead me to Pat Ginefra and JDMellberg. Professional, Timely, and Communicative. I laugh, because I put them to task on Annuities. I ended by signing up with them and recommending their services to other friends. Today, as I look at the market I am thankful that I made my decision when I did and I am not watching my investment go down, but up. Pat was a trooper having to deal with my analytical self and he was successful because of his knowledge of the products and his making me feel he was part of my Team. Thanks Pat and JD Mellberg Harry

Mario Dela Cerna was very thorough and conscientious in our dealings with him. His initial approach was to find out what our goals and concerns were about retirement. He was detailed and organized in presenting the annuities I bought. He followed up with an annual review. The whole process at JD Mellberg is very professional. Never was there a "hard sell" approach, never a rush to sell. It was a comfortable and pleasant experience. I trust him and feel he had our best interests at heart. I'm very pleased with the annuities we purchased.

Everyone that I dealt with were both professional and knowledgeable. They delivered as promised.

I am most grateful to Jessica Cervinski for the help provided with my "hosh posh" of accounts upon my retirement. She was patient and reassuring, never in a hurry, taking time to explain each and every transaction. Besides giving me a good education on the accounts she has put my mind at ease regarding my financial future. Thank you Jessica!

It wasn't that long ago that I was doing the math and trying to determine just how long I could 'survive' on my 401K...not long was the way MY math worked, followed by my sad feeling that I was going nowhere fast. However, after a brief search I ran across an annuity expert , Stewart Miller, who laid it all our for me, AND he showed me that I could invest in an annuity program that would supplement my life's plan, for the rest of my life...and then some for my wife and children. I could not beat the math on this, and Stewart was just the person to show me how it was going to be done. As a result, I jumped right in. There are a lot of smart people out there, but 'following through' is really what Stewart showed me how to do and be smarter! Thanks Stewart!