Here at J.D. Mellberg Financial, we have been helping retirees and pre-retirees develop strategies tailored to their needs and goals since 2005. For the last 7 years, we’ve been an Inc. 500/5000 company. We’re proud to have had the opportunity to work with so many bright, intelligent individuals as they make plans for some of the best years of their lives.
J.D. Mellberg Financial (jdmellberg.com) has 395 customer reviews on Five Star Index, with an average rating of 4.6 out of 5.
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Showing 314 reviews with 5 stars · Clear filters
Mary L W.
I'm well satisfied with all the information I recieved before I decided to go with a Hybrid Fixed Index Annuity. It's scarey to trust someone with your money that you don't know. Talking with Marco made me feel at ease and I felt I did the right thing instead of leaving my money in the stock market. Thank-you
Vladamir I.
We have received a very thorough review of various annuities and are very satisfied with the level of service. As a result, we purchased hybrid annuity
Janice S.
Brent helped me to understand annuities in 2010 and I purchased one at that time. Since then he has helped me decide on another annuity and compare to one that was being offered. Somehow, even though we are in different states, he makes it work!!!!
Jhones G.
It was as if I made an immediate connection with this company, especially Lucas, there was absolutely no question that I had that was not answered so that I could understand and feel empowered. I am so glad that I had the questions for the internet and then be picked up with warm and educational folks from this company...I am so glad that I am so lucky to be handled by such a professional staff and I have absolutely no regrets that they are behind me. Thank you!!!!
Robert L. B.
they bring it down to simple terms and make sure you understand it with no rush and with the patients of jobe. good people that care and you can trust. they did it all for me online.
Marylou C.
My agent was very informative. He answered every question we had, and we had a lot of them.
Barbara M.
Our representative was very approachable, and listened attentively to our concerns. He was always available and presented the information and options clearly. It was good having the video conferencing as we felt we really got to know our representative in a personal manner. Would highly recommend this company to anyone looking for reliable and intelligent solutions to retirement investments.
Brenda P D.
We started using Melberg in 2007. With the markets going up and down a lot, we feel we have been in the right investments to keep our money secure. After 6 years, we have seen his company grow, but we still feel like we have very personal service. Thank you so much.