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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Bernard B.
I would be lost without the help of John McCarty. His expertise in the financial field of annuities gave me the confidence to invest. He has assured me that this is a safe investment in what I am trying to do. Thanks again for you advice and continued success to you and I in our future endeavors.
Enrique E.
I want to thank Joshua for the time he took to explain my new investment vehicle. I was looking for additional ways to perserve and diversify my money. I reviewed a couple of options however was undesided and confused. Joshua took the time to go through the investments and explain the pro and cons.
Doug
Our investment risk tolerance and current portfolios where reviewed well to determine our best moves to make. Then, after they took a few days of research, excellent recommendations were made.
Rebecca S.
We knew we had to do something with our retirement savings, but were hesitant to move the funds from our employer accounts. Rey Cruz explained the complicated world of annuities, presented a comprehensive and a detailed picture of our "financial house" before and after analyzing our financial needs. Rey met with us at least three times to ensure we fully understood every aspect of his financial analysis before we committed to becoming part of the Rey Cruz Wealth Management family. My husband and I are confident that we chose the right company to manage our retirement savings. We have had an excellent experience with JD Mellburg and particularly Rey Cruz of Rey Cruz Wealth Management. Rey has provided a great plan and we are now much more confident in our financial future and would not hesitate to recommend Rey in the future.We are extremely pleased!
roy
Zak has helped me with my income stream issues by explaining various types of the latest annuities. His concern for us and recommendations which we followed. We would highly recommend Zak with any financial concerns.
Kyung K.
When I was confused on my annuity account, Hillard Rest visited me several times to explain all the features of complicated annuity contract. After his through review of my contract, I was able to understand the terms and conditions of my annuity contract. I am very grateful to Hillard Rest for his willingness to help me out.
D. Michael V.
Corbin has been very helpful in guiding me through the process of selecting the most appropriate type of annuity for me and my wife . He was extremely thorough in explaining the advantages and disadvantages in depth, and was able to answer any and all of my questions. I was very happy with the way he made sure that I fully understood what I was entering into.
Edmund
Adam Curran spend numerous sessions with me explaining the intricacies of the various types of annuities available in the market place. I very much appreciated his efforts at my edification and his personalized recommendations prior to my decision to purchase.