J.D. Mellberg FinancialReviews of jdmellberg.com

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!

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.

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

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.