J.D. Mellberg FinancialReviews of jdmellberg.com

The overall process of the transfer over to the annuity was a simple and understanding process, but as far as me as an investor knowing where/what my money is invested in is hard to find and understand. It would make it simpler if there was a spreadsheet that could be looked at showing each stock and what percentage was invested in each stock and showing what each stock had gained and lost. A report like what is given by an employer for their employee's 401k plan.

Our investment risk tolerance and current portfolios where reviewed well to determine our best moves to make. Then, after they took a few days of research, excellent recommendations were made.

We knew we had to do something with our retirement savings, but were hesitant to move the funds from our employer accounts. Rey Cruz explained the complicated world of annuities, presented a comprehensive and a detailed picture of our "financial house" before and after analyzing our financial needs. Rey met with us at least three times to ensure we fully understood every aspect of his financial analysis before we committed to becoming part of the Rey Cruz Wealth Management family. My husband and I are confident that we chose the right company to manage our retirement savings. We have had an excellent experience with JD Mellburg and particularly Rey Cruz of Rey Cruz Wealth Management. Rey has provided a great plan and we are now much more confident in our financial future and would not hesitate to recommend Rey in the future.We are extremely pleased!

Lee was very detailed in his explanations of the different options available to us. This allowed us to make an informed decision. we are thus far very happy with the results

Zak has helped me with my income stream issues by explaining various types of the latest annuities. His concern for us and recommendations which we followed. We would highly recommend Zak with any financial concerns.

When I was confused on my annuity account, Hillard Rest visited me several times to explain all the features of complicated annuity contract. After his through review of my contract, I was able to understand the terms and conditions of my annuity contract. I am very grateful to Hillard Rest for his willingness to help me out.

Corbin has been very helpful in guiding me through the process of selecting the most appropriate type of annuity for me and my wife . He was extremely thorough in explaining the advantages and disadvantages in depth, and was able to answer any and all of my questions. I was very happy with the way he made sure that I fully understood what I was entering into.

Adam Curran spend numerous sessions with me explaining the intricacies of the various types of annuities available in the market place. I very much appreciated his efforts at my edification and his personalized recommendations prior to my decision to purchase.