J.D. Mellberg FinancialReviews of jdmellberg.com

Great to deal with explains the options and listens to what you say and builds a portfolio to accomplish your goal. No pressure sales; presents options for your selection. Keeps me informed on trends and corresponds regularly. Has numbers to reach and staff is always willing to assist when I call. Doesn't rush when he visits and tells me that he is available to answer questions that arise. Makes appointments at my convenience. So far have no regrets for allowing this company to handle my retirement money. Appears to have my and my wife's best interest in meeting our retirement date with money enough to secure our future without running out of funds even through changes in the market.

I was looking to find more income from a pension that I was entitled to start receiving. Because the long term bonds produce such a paltry return, my joint lifetime benefit dropped by $50 per month. I investigated some other options and I also contacted JD Melberg. The put me in touch with a local agent who was very knowledgeable and we reviewed several options. The agent completely understood mu objectives and worked to provide me with two very good options.. I plan to exercise the lifetime income option of the annuity which should provide +$200 a month for me and my wife until we both die. The agent also provided me with a very interesting tactic. When the remaining investment value of the annuity is close to running out of money, convert the IRA that holds the annuity to a Roth Ira. The tax consequence should be the same for the year of the conversion, however, all future payments from the new Roth IRA will be tax free assuming the tax laws for Roth IRAs remain the same. If you are considering an annuity purchase, be sure to contact JD Melberg . You will get a knowledgeable agent who can guide you to the best available product available to meet YOUR needs. I highly recommend this company and its agents based on my completely satifactory experience.

I too called the number from the TV ad. Within two days I was called back by an advisor in my area, Mr. Mike Stone. Mike was knowledgeable in all areas of the types of investments I was looking into. My IRA was not performing for me at all in the bank where I had put it after retiring. My initial impression of Mike held up through the whole process of transfer and purchase. I made several calls to other people who did business with Mike and everyone had nothing but good things to say. I am now one of those people. We found through our investigation that JD Mellberg was a financially stable organization and they offered us the best investment choices. The care we have received before purchase has continued after. I am so glad I followed my original instincts and gave them a call. My IRA is now making more money than it did in many years in a regular bank. Thank you!!!

We worked with Jim Stillman 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. Jim and Kelly are great to work with and I would recommend them to anyone.

I contacted JD Melberg annuities, as I was not satisfied with my current retirement portfolio, I was put in contact with John McCarty who came to my home for our first meeting. He was very through in discussing the plan and we had several other meetings to be sure I knew everything about the annuity before I made my decision. I could not be more pleased with the service and direction John gave regarding investing my retirement funds.

I contacted JD Melberg who provided me with a local contact to review my finances. Adam and Jack from Mountain - Laurel reviewed different annuity options and made my wife and I very comfortable with our final decision. No pressure in making our decision to go with JD Melberg. Taj Ferguson followed up with a phone call from JD Melberg to make sure we were satisfied. Thank you for your services.

I met with Steve Harper and he recommended Athene Annuity's which is a good low risk investment for anyone that doesn't want the risk of investing in the stock market. Steve is very knowledgeable and listens to the individual needs, instead of pushing anyone to buy something they may regret in the future.

I called the advertized number for J.D. Mellberg Annuities and was put in contact with Hal Hammond Asset Mgt. He called made an appointment to my home and in three meetings finalized my purchace and selection of what vehicle would be best for my goals. Hal and I hit it off very well as he acknowledged my 50 years if investing in the market and my knowledge of such. So it went smooth and easy as all my intricate questions were answered and Hal was informative but not pushy and seemed to understand my goals and what I wanted from the investment vehicle. I'm very satisfied with everything and now the test of time will further assure me that I made a wise choice in this particular allocation of certain assets.