J.D. Mellberg FinancialReviews of jdmellberg.com

After considering and investigating annuities for a year, Mehlberg brought it all together so I could easily understand it - that's why I bought the product.

From the beginning I had some idea what vehicle policies where out there from listening to financial talk shows to going to a couple of seminars and spoke to a few financial groups in person. But, it wasn't easy till one day on the radio I heard reasonable news about Annuities and so, I did some investigating on the web and found JD Mellberg video's on each individual annuity and what the difference is between them all and once I got the news on the Hybrid annuity-I hit paydirt and signed up for more information and immediately after received a call from a fantastic rep from JD Mellberg and set-up an appointment with my new financial rep. Mr. Steven Martinez of Steven Micheal Financial Group-He called and we set up an a appointment at my home. He was punctual and informative and was not pushy and gave me time to digest all the information and once I made a decision, I scheduled another meeting and Steven returned and he gave me about 4 different choices and I picked one company to go with and the rest was easy. JD Mellberg and Mr. Martinez helped me through a tough time and I made an informed decision and till this day forward I feel more at ease and a certain amount of confidence that I made a good decision. You guys made it possible and I thank you a million times. James A.

I was contacted promptly and an appointment made in our home which meant each time we did not need to drive, locate and spend our time and gas - he came to us. Our planner, Jeff Stupar could not have been more efficient, nice, prompt and helpful in educating us in annuities. We had a previous experience with a financial planner who did not give us the best deal. We are confident that with Jeff Stupar and JD Mellberg that we now made the right choice for our futures and it looks bright. Thank you.

Larry and I had considerable problems getting the 401k money into the annuity, but Larry stayed with me through it all, even some late night calling. The only bad experience I had with JD melberg was the number of planners that called upon me.

Randal and team did a great job explaining our options and offering their insight when asked. Everyone was very attentive to mine and my wife's varied goals and it was overall a great experience. They came back multiple times so we could get all our questions answered. Ask questions, read carefully and know what you are signing. If an annuity is for you, you will know it.

my experience was made easy by the professional staff that went beyond my expectations. Robert was great.His guidance, my own research and the videos by josh spelled out this was the right direction to go in.i feel secure and confident about my financial future. thank you.

I purchased an annuity through Joshua a couple of years ago. His attention and focus to exceed my expectations throughout the process convinced me to use him. I'm a very analytical person who asks many questions. Joshua was able to answer them all - in fact, he answered several questions before I asked them. My experience was so good that I just purchased two more annuities through him with great confidence that I made the best choice through his solid advice.

My husband and I have meet with Shelia a few times and felt her knowledge of our needs is right on target with our goals. I have opened up one annuity plan with her company in just the past month. We are still in the early stages to see any results from the plan I took. We have more appointments to come for more plans and investment options.