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
Clyde A T.
I was looking for a good Annuity when out of the blue I saw this add for J.D. Mellberg on the internet. I Called the number and was on my way to talk to Terry Hays, He help by explaining the difference's between the different annuity. I told terry what I was looking for and showed me a couple of annuity's I might like and he was right. It took very little time to set it up and then I was on my way.
Roger & Carol B.
My wife & I are 73 and 74, and last spring we were very concerned about what might happen to the market and that was when we decided to look into an annuity. We had minimal knowledge of this subject. It was our lucky day when we were put in contact with Danielle Stern. She came to our telephone video conferences having full knowledge of this subject and along with an abundance of patience. She covered all the options and answered all our questions along with sending us the notes and other educational materials that we might need to make our decision. We are very happy with the annuity that we are now receiving, and we were very happy with the help we received in making our decision. Roger & Carol
Donna B.
Lee Rouse was very knowledgeable regarding different options and needs for me. I am pleased with this company. Lee answered all our questions and concerns, and went the extra mile to transfer my 403B from my former employer to my annuity which was no small feat. Thanks Lee.
Charles R F.
Brad & Susan Bradford were very patient, precise, competent, and complete with the annuity explanation. I was and am very pleased with them and the annuity product which I purchased. It immediately saved me several thousand dollars from this August market correction. I would gladly recommend the Bradford's and the product to everyone.
Donna
Linwood Hamilton was very helpful in making an annuity investment. He took his time explaining everything, and I feel very good about the investment I made. He was friendly and there was no high pressure sales pitch.
Carolyn
Kelley Vellasquez was an excellent source of information and answered all my questions. JD Mellberg Financial is the group I contacted about the annuity and so far so good!
Diane F.
Stephen Ruff and his associates at EliteWealth Strategies are awesome. With the current volatile stock market, we have the piece of mind that our income is guaranteed. This means that we can enjoy our retirement with piece of mind. Stephen takes excellent care of us, making at least 2 face-to-face visits a year, more if necessary. He also is only a phone call away 24/7. Thank you so much, Stephen!
KENNETH AND LINDA W.
WE BOTH WANT TO SAY HE IS A VERY GOOD ADVISOR AND WE WOULD LIKE TO GIVE HIM A GRADE OF 5 AT THIS POINT IN OUR RELATIONS WITH HIM. MANY MORE DAYS AT 500 POINTS DOWN WE MAY HAVE TO TAKE ANOTHER LOOK AT HIM IN A NEW LIGHT.. A GRADE OF 5 INCLUDES A LO T OF THINGS AND WE ARE VERY HAPPY WITH NATHAN COLLIER.