J.D. Mellberg FinancialReviews of jdmellberg.com

My experience with Alan Haft, and to a lesser extent, Brian Kelly, has been nothing less than phenomenal! Alan and I "clicked" from the first moment we met. Being a professional trainer in the chemistry field myself, I know the value of being able to explain complex subjects in simple intuitive terms. The fact that Alan has the same philosophy and ability to do that about annuities in particular (a potentially very complex topic complete with nuances, and mountains of financial weed!) was particularly appealing to me. As I got to know him, I discovered that he has a very broad base of financial knowledge that I have come to rely upon, and the level of trust that he has generated in our relationship is something I value deeply. It has been a long twisted road to finally come to know Alan, and being a Christian, I can only say that I was divinely led. I would recommend (and have extensively) both Alan and Brian to all my friends and family for guidance in their finances.

I has a good experience, but time will tell if it was the correct decision.

We were so impressed with his knowledge, his approach and his personality. After the first meeting we did our homework and interviewed another financial adviser offering annuities. The other is very well known, a published author and radio personality. He was good but we knew we wanted to work with Josh. Second visit he recommended 3 annuities and we looked over all the info provided and decided to go with Josh and bought two annuities. He made us comfortable and confident we were making a good choice. Ruth Harman

I am satisfied with Robert's overall performance. This was a leap a faith and I am usually not that trusting especially during times like this but Robert kept me informed the whole way. The process was slow but Robert understood my nervous feelings. I would and will recommend him in the future.

They were very patient and no pushing. Answers all the questions within a timely manner. You hear so many horror stories but it was nothing like that. At our age group we felt that it was we needed to do. Thomas and Nancy Schilreff were very genuine. They wouldn't let us not understand what we were looking at, they always made sure we understood.

I've have had an excellent experience with JD Mellburg and particularly John Papa of Diversified Planning Strategies. He has provided a great plan and I am now much more confident in my own financial future and would not hesistate to recommend him in the future.

My name is Joe i Have been looking for a way to get a monthly income off my investments for a long time and Joe Casey showed me how with a hybrid annuity so if the market drops my $$$$$ is still safe. THANK YOU Joe Casey!!!

We have had the pleasure of working with Adam Moeller in regards to our financial planning. We have been completely impressed with his knowledge, his ability to listen, his ability to explain and provide options for us that make sense. He is very caring, trustworthy, and has amazing insight to making sure he is doing the best job and providing us with the best solution. I would feel completely confident to highly recommend him to anyone. This guy can really make a difference!