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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395 approved reviews, newest moderated first
Elaine L.
I would highly recommend Carl Yarger. He is caring, understanding and patient. The staff is friendly and courteous. He answers all of my questions and eased my stress of worrying about my investments. Finally, i can get a good nights sleep knowing everything is taken care of. Thank you! Elaine Leininger Archbold, Ohio
Eugene
Cris is the best in Nashville, Tn. No pressure, fully informative, knows his stuff. Services his clients monthly with info and changes that have emerged. Really is concerned with each client to give plenty of avenues or approaches to consider for financial well being. Gives each client plenty of time to weigh their options. No pressure type organization and service. Recommend them for excellence. I am a financial major myself. He could answer all questions on any product presented. The good and the bad. Recommend highly.
Pamela W.
Retirement brought with it so many decisions and Senior Annuity with agent Brian Parker made things so much easier. They made every effort to provide all my retirement needs either by their services or by reliable and competent referrals. There was plenty of info provided by books, emails, videos and from expert personal experience. The office staff and phone contacts were helpful and easily accessible. I would highly recommend them.
James H.
Both J.D. Mellberg customer service and their Atlanta representative Randal Salay, of Bottom Line Insurance, could not have been more professional and helpful in establishing our annunity. The entire process was very educational and without any sales pressure. They only wanted to help us anyway they could. Great people. I highly recommend they all.
Wayne W.
Yarger, Flegal Investments are honest and sincere gentlemen that work hard for their clients to take great care of them to get the best return for your investment appetite and to meet their clients long term goals along with maintaining versatility. They constantly watch the market and different products to give your the best options available at the time.
Charles
Great working with Lane at my pace and no pressure.
Greg
I found JD Mellberg by accident while trying to decide on an annuity and was pleasantly surprised. My representative (Kelley) took me thru several educational sessions to help me compare and contrast the different companies and options and came to a logical conclusion on the BEST one for me. Kelley was extremely professional and patient with me in getting me to a comfort level where I was ready to purchase a contract. He even compared 6 different annuities side by side to help me pick the right one. Kudos to JD Mellberg and Kelley. What an easy process from start to finish. Give them a try. You will not be disappointed.
Loni D.
We met with Cathy Mendell, who was completely prepared, extremely knowledgeable of her subject and provided an excellent delivery to my husband and me. She was very patient and thorough and answered all our questions with ease. She is the whole package. 5 Stars for Cathy Mendell.