J.D. Mellberg FinancialReviews of jdmellberg.com

informative easy to understand for novice

I am very fortunate to have met Mr. Tim Money. He has integrity about his work in assisting individuals become alerted to retirement changes in the 21st century. His love for his job is revealed by his enthusiasm in helping people realize their needs as they prepare for retirement. Thank you for all your help now and in the future.

After considering and investigating annuities for a year, Mellberg brought it all together so I could easily understand it - that's why I bought the product.

We worked with Greg and he came to our home and answered all of our questions. He returned and made his recommendation and we filled out the paperwork and had our annuity within a couple of weeks. Greg is great to work with and I would recommend him to anyone.

John was very informative and very detailed. Provided some excellent financial support and financial advise. Really enjoyed the conversation and support he provided.

I am very happy with my experience with Ray Cruz. After interviewing with two other firms, Ray was by far the best choice. He made me feel right at home and helped me look at my finances with my best interest in mind. I was intimidate at first as I thought I would be too small of an investor for him to consider helping me. But He never ever seemed that way once we started talking. He helped me with some small investments, and we have had several meeting together so he could get a better feel for my overall finances and what programs would be best for my wife and I. I would highly recommend him to others, and already have..

Very professional and along with a friendly experience.

Honest down to earth took as much time as needed......highly recommend!