J.D. Mellberg FinancialReviews of jdmellberg.com

My experience with Brent Matthew has been extremely educational and professional. Brent listened thoroughly and answered all our questions and then some. He gave us exactly what we needed and provided the best possible financial advice. He is someone you can trust to do what is best for you. I have recommended and will continue to recommend him to family and friends.

My Financial Advisor is Tim Money (makes word association easy). Before appointment # 1, he supplied me with enough printed material, video, and useful video links on the net to make me an Informed Client, for when we were to first meet. He did his preparations and I did my part. After that, we did the paperwork and the contract was complete and signed in record time. I transferred this much to get that much. Smooth. Five Stars. In retrospect, I should have asked how much, for me to get this much, at the beginning. He was nice enough to answer that question, when I thought about it late in the process, though. It may not have made any difference, but one never knows. Tim Money is a nice fellow -- a nice blend of business and personality. I look forward to dealing with him for many years to come. I was surprised to learn that Josh Mellberg, himself, knows I exist. That little tidbit tells me something important about the man and about how he runs his business. Five Stars, Josh! The Lady of the House agrees. Oh, I have already talked about JD Mellberg to a half dozen interested people.

I have recently become associated with Gary Burger(financial advisor) and could not be more pleased with my decision to handle my financial portfoilo. He is very professional, courteous, up to date with the always fluxuating financial market and keeps me informed of what my financial needs are for the present and my future retirement. He is described to me as a bulldog (in his own words) in getting the answers I need when i need them and is relentless in his actions to get the job done for me.

No one else could have explained everything better to my husband and myself. Michael was so caring and kind. When he left our house we felt like we had known him for a long time and trusted he had given us what we needed to be safe and secure in our investments. We would recommend Michael Stone and JD Mellberg Financial to everybody. Thanks Again Mike, Dennis and Ernestine Heringshausen

I am very happy working with Andy and when I need him he is there. Everything about Andy is really good and friendly, very Sincere.

I am 72, retired, and had a 401K with Vanguard Funds, worth about $250,000. I felt helpless as I watched the Market play with my funds and risk my financial security. The first time I sat with Rick, I immediately felt more secure. Now, with my retirement funds safe in Annuities, I can watch the financial turmoil in Greece, Europe, etc, with calm distraction. My retirement is guaranteed. Rick is a wonderful Consultant. He moved me to take action, and made the whole process smooth.

Brian Carenza was a joy to work with. He was clearly an expert in all types of financial products. He was extremely patient in first discussing the products with me, and then waiting until I was ready to make the investment. He neither pushed me on time nor on the amount. I look forward to working with him again.

John did a fantastic job of working with me and my wife. He made sure that we were well informed and provided us with lots of data so we could compare our options and make a good investment decision.