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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395 approved reviews, newest moderated first
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!
Daniel R.
My wife and I had numerous meetings with Jim Clifford and Jennifer Cushman regarding the purchase of annuitires with funds from our IRA accounts. We were satisfied with their explanation of minimizing the risk in exchange for a lesser return on our investments. We await our first anniversary statements in October to see the results of our first year with our new advisors. Daniel & Carol Ryan, Glenburn, Maine
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.
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.