J.D. Mellberg FinancialReviews of jdmellberg.com

Although the cycle to decision was extended I felt comfortable that Jason Frizzell kept our needs clear and simple to align against delivered results

Don provided me with some great advice on how to rollover my 401K when I retired! He also advised me on what to do with my portion of my pension. Don made my wife and I feel very comfortable and safe.

I have not received much information as to what my account is doing. If at all possible, I would like quarterly if not monthly statements. Thank you.

I met with Greg Nichols and from the very first meeting it was obvious that he was very much concerned to get me into the best financial product that suited my family and I. He was very thorough and made sure I understood my choices and what he considered the three best. After choosing the one I liked he reassured me that my choice was just right for my situation. On a personal note Greg is a very dedicated individual to his clients. I had called some of his references and they assured me that they were so happy to have given Greg their business in the past.

Before deciding to engage Joe Casey to assist in my retirement planning, I looked at three options: My current broker, another recommended seller of annuities, and Joe Casey. While I was pleased with my current broker during my "wealth accumulation" phase, he seemed unable to provide a satisfactory plan for my retirement. The other person was very knowledgeable and demonstrated great integrity, but was limited in the products he could offer. Joe was able to put together a viable plan that maximized my Social Security return, included a solid annuity component and a comprehensive diversified stock portfolio which is professionally managed. While I have been with Joe Casey for less than a year, I find him very knowledgeable and he helped me through all the steps of moving my investments from a variety of other places. At the same time, I never had the impression that his primary goal was simply to "get all my money" under his control. I am very analytical and he took the time to address all of my questions over an evaluation period that extended over three to four months. I look forward to continuing to working with Joe Casey as I approach retrirement.

I've known Jason for over three years now and hired him for my financial advisor about a year ago. He is very knowledge about the annuity and investment business. One thing that impressed me about one of the first interviews we had was he showed me how he made his money off my investments. This was something that I was interested in and valued knowing. He showed me how much each company charges for my investment, an honest up front review of all the charges I could expect. A few months ago he also showed me how my Mom's investment company had been charging her with hidden fees that she didn't know about. The charges you read about after all the years you've been there. Jason is easy to talk with and have an enjoyable honest conversation about investments. His office help, Heather and Becky, are just great to work with and such a pleasure every visit I have with them. He has several office complexes he can set up meetings in or will meet you anywhere in the DFW metropolis if needed. Jason and his office works around my busy work schedule for me. I totally recommend Jason Frizzell for an investment advisor.

Jim Heck came to my home to meet with me. He listened to my concerns and came back with several options from which I could choose what I thought best for me. His guidance was invaluable, and his patience in educating me and arranging for the transfer of funds were truly excellent.

James is very pleasant to deal with. He took over from his father and between them, they have over 50 years experience in Annuities. Trying to decide now which one will work best for us--I am glad James and Erin will be helping us make the correct decision for us. Shirley D.