J.D. Mellberg FinancialReviews of jdmellberg.com

After contacting J.D Melberg to look at their services I was put in contact with Mr. Phil Watts of Benefit Planning of Brownwood, TX. He and his staff went to bat for me as LSW took an extended period of time to release my matured annuity. As a result the Benefit Planning folks stuck with me for seven months to complete my roll-over into an IRA. They are the best.

We were contacted by JD Mellberg after an online search for annuity information. We were provided with educational pamphlets and a DVD which we reviewed and were referred to Spencer. We met several times with him and he answered all our questions, reviewed our financial goals and advised us as to the appropriate annutiy to protect our retirement money. All the paper work was done efficiently and Spencer met with us to ensure we understood the details. Spencer is very knowledgeable, extremely friendly, and patient. He contacted us several times during the changeover process to make sure we knew what was happening and what to expect next. We met again after all the processes were complete. We are confident we have made the correct choice and thank Spencer for all his attention to our concerns.

I had a great experience and exchange of strategies with Joshua Schlinsky. He was able to guide me through al the material that was sent to me and at the end obtain that we believe the best Annuity for us.

Tina was outstanding explaining everything to us. She is extremely knowledgeable and presents well with no pressure. She answered all our questions and made us feel very comfortable. I would recommend her to all our associates.

We knew we had to do something with our retirement savings, but were hesitant to move the funds from our employer accounts. Rey Cruz explained the complicated world of annuities, presented a comprehensive and a detailed picture of our "financial house" before and after analyzing our financial needs. Rey met with us at least three times to ensure we fully understood every aspect of his financial analysis before we committed to becoming part of the Rey Cruz Wealth Management family. My husband and I are confident that we chose the right company to manage our retirement savings. We have had an excellent experience with JD Mellburg and particularly Rey Cruz of Rey Cruz Wealth Management. Rey has provided a great plan and we are now much more confident in our financial future and would not hesitate to recommend Rey in the future.We are extremely pleased!

I called JD Mellberg for some Annunity education.I was very fortuate and was assigned Jeremy Mellberg.He was great to work with,very knowledgeable about Annuities and very patient,explaining all the options.Jeremy was always on time for our meeting and always returned my calls.We worked together in selecting the right Annunity that would fit our needs.I enjoyed my experience with JD Mellberg and would recommend them to anyone interested in Annunities.

Eric Did a fantastic job of helping us secure our income for the future. Thanks Eric.

After calling JD Melberg for annuity information we were assigned "Elite Wealth Strategies" in Oviedo, Fl. The President of EWS Stephen Ruff called to make an appointment with my wife and I within a day. Immediately upon arrival at our home we began discussing our wants and needs. He listened intently, then offered several alternatives to investing our IRA's. He was extremely knowledgeable and really helped us to make a good decision with no pressure. I would highly recommend EWS to anyone needing professional assistance with their financial decision making.