J.D. Mellberg FinancialReviews of jdmellberg.com

I went to Peter Thaldorf on the advice of J.D. Melberg in early 2015. Peter and I spent a few hours talking about my "preservation of capital" attitude and what products were out there that would fit my personal situation. With his help I picked a Security Benefit product that I am very happy with. I feel the money I invested in it is in a good place since I won't need the money for at least ten years. Peter is very patient and understands the importance of picking the right product for people that are getting close to retirement.

I enjoyed a very positive experience working with Kelley Velasquez of J.D. Mellberg. Kelley was quite knowledgeable and always prepared and organized. He's a fine listener and an excellent communicator. I appreciated that Kelley was punctual and responded to emails in a timely fashion. I never felt any pressure to make a hasty decision. In a relatively short period of time, I developed a trusting relationship with Kelley. I have recommended the services of Kelley Valasquez and J.D. Mellberg to several family and friends.

Your agent, Rebecca Jo Crowley, was instrumental in my decision to purchase an annuity. Her explanations were clear, concise, straightforward with no pressure. The daunting decision to change investment vehicles was made comfortable. My extremely positive experience has led me to recommend your company to others. Thank you for giving me confidence in a secure retirement!

Danielle Stern is in my judgment an excellent communicator and very importantly an excellent listener. During our discussions she often seemed to almost anticipate my likely next question and answer in ways that were surprisingly on the mark. While my wife leaves much of this type of activity to me, Danielle also honed in on my intent to be sure of her comfort also; and again anticipate the type of responses that could help me more clearly explain what the approach was instead of leaving a sense that we just need to trust the experts. I am very comfortable working with her and believe I can in fact trust that she will protect Peggy & I in this important part of our financial retirement planning.

Michael provided me with excellent service. Always available by phone to answer any questions I had. He always came prepared with the information I needed. He was always there when I need some information and clarification. Anyone who is looking into annuities I would definitely recommend Michael.

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.