J.D. Mellberg FinancialReviews of jdmellberg.com

Alan's in depth financial background has, after Melbourge referred me to him, allowed me to begin effective restructuring & simplification of my investment approach He has worked hard at understanding both me, as an individual, as well as my current vs. desired approach to generating reasonable levels of income which will allow me tomaintain my life style long into retirement years. The approach developed with his valuable input allows me to utilize various investment vehicles to create income streams that are reliable & exposed to risks that should not impair my monthly cash flows This involves not only the use of various market securities, stocks/options/bonds/funds/& ETF'S, but also annuities to held minimize short-term tax implications. This process has left me with confidence in Alan Haft as a professional; financial adviser who has my best interest at heart.

I was referred to JD Mellberg by some family members and they have been great. Even though I live in California, Mario DeLa Cerna and his team have been wonderful to deal with. Using conference calls, I meet with Mario regularly. His team has handled all transactions efficiently and quickly. I am so happy with them and the results I am getting. Mario made room in his schedule on 2 occasions to meet with me in person when I had to make unexpected trips to Tucson. I have recommended them to friends.

Jeff was very professional and he was a nice person and answered all my questions.

It is a pleasure working Gordon Hannah he is very knowledgeable and explained everything to my wife and I. I feel that Gordon pointed us in the right direction for our financial needs.

Out standing!

I worked with two other Financial Planners before deciding to permanently work with Brian Kelly of Kelly-Haft Financial. From our very first meeting he made me feel very comfortable after carefully listening to what my retirement financial goals were. He then set me up with an annuity which best suited my retirement needs. Brian has the heart of a teacher and made certain that I understood every step that we went through before proceeding. It is important to find someone you feel has your best interests at heart when entrusting your hard earned money to help you reach your retirement goals. Brian has earned my trust. - Carol Ellison

Jason completely explained the plan in terms that I could understand. He asked the right questions about my financial needs so he could tailor make a plan to fit my financial goal.

I received several contacts from Josh Melberg before I was interested in looking for a retirement plan. Josh connected me with Yvette and she discussed our options and clarified for my wife and I the various plans that are available. She drove hundreds of miles to meet with us before we had made a decision. Once we decided what to do, Yvette walked us through the process. When I had to leave town in business, she handled everything to complete the enrollment and even connected us with a great tax advisor!