J.D. Mellberg FinancialReviews of jdmellberg.com

John was very knowledgeable about his product and various options my wife and I might have. He took all the time we needed to help us understand our various options as we prepare for retirement. He also allowed us to make our own decision. The process took several appointments, some at our home and one at his office. All appointments were timely even with some pretty bad winter weather in our area. All in all, a very good experience and we believe an excellent product.

I've been skepitcal about investments since 2008. But you hooked me up with Stephen Bishop and made me a believer. Myself and my wife talked with Stephen and he helped understand Annuities. He took his time explaining how they work. Answered all our questions and opened our eyes to the fact that there are people out there that won't take advantage of you. We feel as though we've been blessed.

JD Mellberg Financial provided local representative Ken Swietzer to work closely with me to pick the best suitable Annuity for my family. Ken was very professional, easy to work with, knowledgeable on all types of annuity's and steered me in the right direction. I thank you for setting me up to being more financially secure.

Great to deal with explains the options and listens to what you say and builds a portfolio to accomplish your goal. No pressure sales; presents options for your selection. Keeps me informed on trends and corresponds regularly. Has numbers to reach and staff is always willing to assist when I call. Doesn't rush when he visits and tells me that he is available to answer questions that arise. Makes appointments at my convenience. So far have no regrets for allowing this company to handle my retirement money. Appears to have my and my wife's best interest in meeting our retirement date with money enough to secure our future without running out of funds even through changes in the market.

I was looking to find more income from a pension that I was entitled to start receiving. Because the long term bonds produce such a paltry return, my joint lifetime benefit dropped by $50 per month. I investigated some other options and I also contacted JD Melberg. The put me in touch with a local agent who was very knowledgeable and we reviewed several options. The agent completely understood mu objectives and worked to provide me with two very good options.. I plan to exercise the lifetime income option of the annuity which should provide +$200 a month for me and my wife until we both die. The agent also provided me with a very interesting tactic. When the remaining investment value of the annuity is close to running out of money, convert the IRA that holds the annuity to a Roth Ira. The tax consequence should be the same for the year of the conversion, however, all future payments from the new Roth IRA will be tax free assuming the tax laws for Roth IRAs remain the same. If you are considering an annuity purchase, be sure to contact JD Melberg . You will get a knowledgeable agent who can guide you to the best available product available to meet YOUR needs. I highly recommend this company and its agents based on my completely satifactory experience.

I too called the number from the TV ad. Within two days I was called back by an advisor in my area, Mr. Mike Stone. Mike was knowledgeable in all areas of the types of investments I was looking into. My IRA was not performing for me at all in the bank where I had put it after retiring. My initial impression of Mike held up through the whole process of transfer and purchase. I made several calls to other people who did business with Mike and everyone had nothing but good things to say. I am now one of those people. We found through our investigation that JD Mellberg was a financially stable organization and they offered us the best investment choices. The care we have received before purchase has continued after. I am so glad I followed my original instincts and gave them a call. My IRA is now making more money than it did in many years in a regular bank. Thank you!!!

We worked with Jim Stillman and he came to our home and answered all of our questions. He returned and made his recommendation and we filled out the paperwork and had our annuity within a couple of weeks. Jim and Kelly are great to work with and I would recommend them to anyone.

I contacted JD Melberg annuities, as I was not satisfied with my current retirement portfolio, I was put in contact with John McCarty who came to my home for our first meeting. He was very through in discussing the plan and we had several other meetings to be sure I knew everything about the annuity before I made my decision. I could not be more pleased with the service and direction John gave regarding investing my retirement funds.