J.D. Mellberg FinancialReviews of jdmellberg.com

We worked with Jeff Byrd Financial in the Los Angeles area several times over the last three years. Jeff will come to our house so we do not have to drive to Pasadena to see him. Jeff is a great financial adviser and worked with us reinvesting our IRA's, life insurance and pension into some annuities that have great earning power, life time monthly payments and other nice riders. He was also able to get us some nice signing bonuses when we took them out to boot. I do not worry about our retirement income any longer after working with Jeff. I have recommended Jeff to some friends and they are very pleased with his guidance and investments choices.

we were reviewing what to do with retirement funds term coming due and nothing looked too promising. plus we do not like risk . the info and video were exceptional anyone could understand the terminology.Jim heck is so thorough and knowledgeable. Plus no pressure. we decide what or if we want to do anything.and he showed us all our options. we have already referred friends.

Dealing with Bob Szigeti was easy and comfortable. He explained my options clearly and there was no pressure to go in any particular direction. After making my decision he made the financial transaction details easy to follow. The entire process was as easy and straightforward as I could have hoped.

I am glad that I had the opportunity to work with Nathan. Nathan is reliable, dependable, and trustworthy. Nathan demonstrated his professionalism and expertise. I look forward to continue working with Nathan for a long time.

I am very pleased with the retirement plan set up for my husband and myself. We worked with Cathy Mendall at Elevation Capital Strategies Medford, Oregon. I feel that Cathy knows her material and was very informative and helpful explaining options for us. .

I was searching for ideas on how to protect some of my IRA from downside market fluctuations when I came across a video of Josh Mellberg explaining the fixed hybrid index annuity. I signed up for their information and did my research and decided that this is a tool for me to help supplement my retirement income. JD Mellberg Financial put me in touch with their local representative, Jason Frizzell of JCF Financial. Jason listened to my goals and we discussed several different companies and annuities. We met several times to give me the opportunity to review the information and decide the best option. This will remove downside market risk and give me income growth and as an added benefit included a bonus. I can't predict the future but I believe that I made the right decision.

I enjoyed talking with Kent Petticord as he explained how Security Benefit could help me with my Annuity situation. He helped me change over and enhanced the move with a 7% bonus.

I ran across a presentation from JD Mellberg over the internet as I was trolling for investment ideas and it caught my interest because I wanted more information on annuities. All I had known prior to this was they tied up your money for a modest return and you lost all control over it. I watched his presentation that covered hybrid indexed annuities and saw a vehicle that fit more with my investing style. After contacting his group they put me in touch with their local representative Rick Permanand from the Retire Advisory Group. Even though we had our problems coordinating schedules we did eventually get together where he presented several vehicles for my choosing. They were complete and comprehensive showing real life examples as well as projections. I finally settled on one that allowed me full control over the money invested as well as growth in the payout and at a better ROI then I would have gotten otherwise. It will be a few years before I will actually see if the choice I made was the correct one because everything is on a deferred plan but I am confident in my decision.