J.D. Mellberg FinancialReviews of jdmellberg.com

I am very happy working with Andy and when I need him he is there. Everything about Andy is really good and friendly, very Sincere.

I am 72, retired, and had a 401K with Vanguard Funds, worth about $250,000. I felt helpless as I watched the Market play with my funds and risk my financial security. The first time I sat with Rick, I immediately felt more secure. Now, with my retirement funds safe in Annuities, I can watch the financial turmoil in Greece, Europe, etc, with calm distraction. My retirement is guaranteed. Rick is a wonderful Consultant. He moved me to take action, and made the whole process smooth.

Brian Carenza was a joy to work with. He was clearly an expert in all types of financial products. He was extremely patient in first discussing the products with me, and then waiting until I was ready to make the investment. He neither pushed me on time nor on the amount. I look forward to working with him again.

John did a fantastic job of working with me and my wife. He made sure that we were well informed and provided us with lots of data so we could compare our options and make a good investment decision.

Very professional and knowledgable

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